Steigerwald Gordon & Koch’s iShares MSCI BIC ETF BKF Stock Holding History

Steigerwald Gordon & Koch’s Portfolio BKF Stock Details BKF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q4	–	Sell	-8,381	Closed	-$312K	–	53
2014 Q3	$312K	Sell	8,381 -46	-0.5%	-$1.84K	0.16%	41
2014 Q2	$325K	Sell	8,427 -52,894	-86%	-$1.98M	0.17%	39
2014 Q1	$2.21M	Sell	61,321 -2,117	-3%	-$73.9K	1.26%	34
2013 Q4	$2.37M	Buy	63,438 +1,537	+2%	+$58.6K	1.41%	33
2013 Q3	$2.28M	Buy	61,901 +1,424	+2%	+$50.5K	1.49%	35
2013 Q2	$2.04M	Buy	+60,477	New	+$2.28M	1.44%	35

Other funds holding BKF

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Conning Inc Hartford, Connecticut $3.01B AUM 16.23% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

HCM

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

Axa Paris, France $256M AUM 25.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Steigerwald Gordon & Koch's BKF Position: Q4 2014 in Review

Steigerwald Gordon & Koch sold out of iShares MSCI BIC ETF (BKF) in Q4 2014, closing a stake of 8,381 shares — an estimated $312K sold.

Steigerwald Gordon & Koch first reported a position in BKF in Q2 2013 and held it in 6 quarters. The position peaked at $2.37M in Q4 2013. 66 funds tracked by Wall St. Rank hold BKF as of Q4 2014.

Steigerwald Gordon & Koch reported no remaining iShares MSCI BIC ETF position as of Q4 2014 after selling out during the quarter.
Steigerwald Gordon & Koch sold 8,381 iShares MSCI BIC ETF shares in Q4 2014, an estimated $312K.
Steigerwald Gordon & Koch first reported a position in iShares MSCI BIC ETF in Q2 2013 and held it in 6 quarters.
Steigerwald Gordon & Koch's iShares MSCI BIC ETF position peaked at $2.37M in Q4 2013.
66 funds tracked by Wall St. Rank held iShares MSCI BIC ETF as of Q4 2014.

Based on Steigerwald Gordon & Koch's 13F filing for Q4 2014, filed 13 Sep 2018.