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WealthPLAN Partners’s iShares MSCI BIC ETF BKF Stock Holding History

WealthPLAN Partners’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
Q4 		$12.4K Buy
+1,266
New +$39.4K ﹤0.01% 1089

Other funds holding BKF

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
CI
Conning Inc Hartford, Connecticut $3.34B AUM 25.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
SFFS
Stonehage Fleming Financial Services St. Helier, Jersey $2.93B AUM 16.26% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return

WealthPLAN Partners's BKF Position: Q4 2015 in Review

WealthPLAN Partners opened a new position in iShares MSCI BIC ETF (BKF) in Q4 2015: 1,266 shares worth $12.4K. The stake represents ﹤0.01% of the portfolio and ranks #1089 among its holdings.

64 funds tracked by Wall St. Rank hold BKF as of Q4 2015.

  • WealthPLAN Partners held 1,266 shares of iShares MSCI BIC ETF worth $12.4K as of Q4 2015.
  • iShares MSCI BIC ETF was a new WealthPLAN Partners position in Q4 2015.
  • iShares MSCI BIC ETF made up ﹤0.01% of WealthPLAN Partners's portfolio in Q4 2015, its #1089 holding.
  • 64 funds tracked by Wall St. Rank held iShares MSCI BIC ETF as of Q4 2015.

Based on WealthPLAN Partners's 13F filing for Q4 2015, filed 24 Mar 2016.