Valeo Financial Advisors’s iShares MSCI BIC ETF BKF Stock Holding History

Valeo Financial Advisors’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
2018 Q3	–	Sell	-200	Closed	-$8K	–	1774
2018 Q2	$8K	Buy	+200	New	+$8.95K	﹤0.01%	996

Other funds holding BKF

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BOK Financial Tulsa, Oklahoma $6.54B AUM 25.41% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

PFA

Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return

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

Valeo Financial Advisors's BKF Position: Q3 2018 in Review

Valeo Financial Advisors sold out of iShares MSCI BIC ETF (BKF) in Q3 2018, closing a stake of 200 shares — an estimated $8K sold.

Valeo Financial Advisors first reported a position in BKF in Q2 2018 and held it in 1 quarter. The position peaked at $8K in Q2 2018. 59 funds tracked by Wall St. Rank hold BKF as of Q3 2018.

Valeo Financial Advisors reported no remaining iShares MSCI BIC ETF position as of Q3 2018 after selling out during the quarter.
Valeo Financial Advisors sold 200 iShares MSCI BIC ETF shares in Q3 2018, an estimated $8K.
Valeo Financial Advisors first reported a position in iShares MSCI BIC ETF in Q2 2018 and held it in 1 quarter.
Valeo Financial Advisors's iShares MSCI BIC ETF position peaked at $8K in Q2 2018.
59 funds tracked by Wall St. Rank held iShares MSCI BIC ETF as of Q3 2018.

Based on Valeo Financial Advisors's 13F filing for Q3 2018, filed 1 Nov 2018.