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WFG Advisors’s iShares MSCI BIC ETF BKF Stock Holding History

WFG 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
2017
Q2 		$21K Buy
561
+2
+0.4% +$74 ﹤0.01% 938
2017
Q1 		$20K Hold
559
– – 0.01% 875
2016
Q4 		$18K Sell
559
-373
-40% -$12.4K ﹤0.01% 955
2016
Q3 		$32K Sell
932
-200
-18% -$6.58K 0.01% 817
2016
Q2 		$35K Buy
1,132
+981
+650% +$29.1K 0.01% 784
2016
Q1 		$4K Sell
151
-1,152
-88% -$31.1K ﹤0.01% 1227
2015
Q4 		$38K Buy
1,303
+19
+1% +$591 0.01% 733
2015
Q3 		$38K Sell
1,284
-247
-16% -$8.04K 0.01% 720
2015
Q2 		$57K Hold
1,531
– – 0.02% 686
2015
Q1 		$56K Buy
1,531
+850
+125% +$30.6K 0.02% 693
2014
Q4 		$24K Buy
681
+8
+1% +$293 ﹤0.01% 1151
2014
Q3 		$25K Buy
673
+7
+1% +$280 ﹤0.01% 1187
2014
Q2 		$26K Sell
666
-1,811
-73% -$67.9K ﹤0.01% 1158
2014
Q1 		$90K Hold
2,477
– – 0.02% 672
2013
Q4 		$93K Buy
2,477
+1,478
+148% +$56.3K 0.01% 768
2013
Q3 		$37K Buy
999
+9
+0.9% +$319 0.01% 1033
2013
Q2 		$34K Buy
+990
New +$37.4K 0.01% 1024

Other funds holding BKF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
BF
BOK Financial Tulsa, Oklahoma $6.54B AUM 25.41% 1-Year Est. Return
CI
Conning Inc Hartford, Connecticut $3.01B AUM 16.23% 1-Year Est. Return
SIA
Spruce Investment Advisors Stamford, Connecticut $48.5M AUM 19.92% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

WFG Advisors's BKF Position: Q2 2017 in Review

WFG Advisors increased its iShares MSCI BIC ETF (BKF) stake by 0.36% in Q2 2017, buying an estimated $74 and bringing the position to 561 shares worth $21K. The position accounts for ﹤0.01% of the portfolio, ranked #938.

WFG Advisors first reported a position in BKF in Q2 2013 and has held it in 17 quarters since. The position peaked at $93K in Q4 2013. 71 funds tracked by Wall St. Rank hold BKF as of Q2 2017.

  • WFG Advisors held 561 shares of iShares MSCI BIC ETF worth $21K as of Q2 2017.
  • WFG Advisors bought 2 iShares MSCI BIC ETF shares in Q2 2017, an estimated $74.
  • iShares MSCI BIC ETF made up ﹤0.01% of WFG Advisors's portfolio in Q2 2017, its #938 holding.
  • WFG Advisors first reported a position in iShares MSCI BIC ETF in Q2 2013 and has held it in 17 quarters since.
  • WFG Advisors's iShares MSCI BIC ETF position peaked at $93K in Q4 2013.
  • 71 funds tracked by Wall St. Rank held iShares MSCI BIC ETF as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.