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Twin Focus Capital Partners’s iShares Morningstar Small-Cap ETF ISCB Stock Holding History

Twin Focus Capital Partners’s Portfolio ISCB Stock Details ISCB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-1,584
Closed -$51K – 118
2014
Q3 		$51K Buy
+1,584
New +$53.2K 0.05% 104

Other funds holding ISCB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PCM
Parsons Capital Management Providence, Rhode Island $2.21B AUM 28.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Twin Focus Capital Partners's ISCB Position: Q4 2014 in Review

Twin Focus Capital Partners sold out of iShares Morningstar Small-Cap ETF (ISCB) in Q4 2014, closing a stake of 1,584 shares — an estimated $51K sold.

Twin Focus Capital Partners first reported a position in ISCB in Q3 2014 and held it in 1 quarter. The position peaked at $51K in Q3 2014. 39 funds tracked by Wall St. Rank hold ISCB as of Q4 2014.

  • Twin Focus Capital Partners reported no remaining iShares Morningstar Small-Cap ETF position as of Q4 2014 after selling out during the quarter.
  • Twin Focus Capital Partners sold 1,584 iShares Morningstar Small-Cap ETF shares in Q4 2014, an estimated $51K.
  • Twin Focus Capital Partners first reported a position in iShares Morningstar Small-Cap ETF in Q3 2014 and held it in 1 quarter.
  • Twin Focus Capital Partners's iShares Morningstar Small-Cap ETF position peaked at $51K in Q3 2014.
  • 39 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap ETF as of Q4 2014.

Based on Twin Focus Capital Partners's 13F filing for Q4 2014, filed 17 Feb 2015.