SIG
BBRC

Stanford Investment Group’s Columbia Beyond BRICs ETF BBRC Stock Holding History

Stanford Investment Group’s Portfolio BBRC Stock Details BBRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-2,875
Closed -$57K – 362
2014
Q4 		$57K Buy
+2,875
New +$60.8K 0.05% 128

Other funds holding BBRC

WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BJ
Brouwer & Janachowski Mill Valley, California $574M AUM 24.29% 1-Year Est. Return
CHA
Cedar Hill Associates Chicago, Illinois $261M AUM 7.91% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Stanford Investment Group's BBRC Position: Q1 2015 in Review

Stanford Investment Group sold out of Columbia Beyond BRICs ETF (BBRC) in Q1 2015, closing a stake of 2,875 shares — an estimated $57K sold.

Stanford Investment Group first reported a position in BBRC in Q4 2014 and held it in 1 quarter. The position peaked at $57K in Q4 2014. 36 funds tracked by Wall St. Rank hold BBRC as of Q1 2015.

  • Stanford Investment Group reported no remaining Columbia Beyond BRICs ETF position as of Q1 2015 after selling out during the quarter.
  • Stanford Investment Group sold 2,875 Columbia Beyond BRICs ETF shares in Q1 2015, an estimated $57K.
  • Stanford Investment Group first reported a position in Columbia Beyond BRICs ETF in Q4 2014 and held it in 1 quarter.
  • Stanford Investment Group's Columbia Beyond BRICs ETF position peaked at $57K in Q4 2014.
  • 36 funds tracked by Wall St. Rank held Columbia Beyond BRICs ETF as of Q1 2015.

Based on Stanford Investment Group's 13F filing for Q1 2015, filed 18 Nov 2016.