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Vontobel Swiss Wealth Advisors’s iShares MSCI BIC ETF BKF Stock Holding History

Vontobel Swiss Wealth 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
2015
Q1 		– Sell
-3,225
Closed -$113K – 51
2014
Q4 		$113K Buy
+3,225
New +$118K 0.08% 40

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Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CI
Conning Inc Hartford, Connecticut $3.01B AUM 16.23% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
GWM
Graybill Wealth Management Elmhurst, Illinois $328M AUM 21.42% 1-Year Est. Return

Vontobel Swiss Wealth Advisors's BKF Position: Q1 2015 in Review

Vontobel Swiss Wealth Advisors sold out of iShares MSCI BIC ETF (BKF) in Q1 2015, closing a stake of 3,225 shares — an estimated $113K sold.

Vontobel Swiss Wealth Advisors first reported a position in BKF in Q4 2014 and held it in 1 quarter. The position peaked at $113K in Q4 2014. 62 funds tracked by Wall St. Rank hold BKF as of Q1 2015.

  • Vontobel Swiss Wealth Advisors reported no remaining iShares MSCI BIC ETF position as of Q1 2015 after selling out during the quarter.
  • Vontobel Swiss Wealth Advisors sold 3,225 iShares MSCI BIC ETF shares in Q1 2015, an estimated $113K.
  • Vontobel Swiss Wealth Advisors first reported a position in iShares MSCI BIC ETF in Q4 2014 and held it in 1 quarter.
  • Vontobel Swiss Wealth Advisors's iShares MSCI BIC ETF position peaked at $113K in Q4 2014.
  • 62 funds tracked by Wall St. Rank held iShares MSCI BIC ETF as of Q1 2015.

Based on Vontobel Swiss Wealth Advisors's 13F filing for Q1 2015, filed 13 May 2015.