Number of Shares
194,593.00
Current Holdings Value*
$9.72 Mil
% of Portfolio
5.03%
Total Estimate Gain
$4.26 Mil
% of Total Estimate Gain
36.23%

IBBOTSON ASSOCIATES INC's iShares MSCI EAFE Small-Cap ETF Holding Summary

As of 2015-12-31, IBBOTSON ASSOCIATES INC held 194,593.00 shares of iShares MSCI EAFE Small-Cap ETF(SCZ), totaling $9.72 Mil. This investment constitutes 5.03% of their stock portfolio, and IBBOTSON ASSOCIATES INC now holds 0.1% of the outstanding iShares MSCI EAFE Small-Cap ETF(SCZ) stock.

The initial trade took place in 2014Q1. And since then IBBOTSON ASSOCIATES INC has made 7 purchases of SCZ, at an average price of $50.60, for a total of 232,471.00 shares. In addition, there have been 1 sales at an average price of $51.10 for 37,878.00 shares. Based on historical transaction data and SCZ's current price of $72.40, IBBOTSON ASSOCIATES INC's estimated gain on his SCZ holdings is $4.26 Mil, reflecting a 36.23% gain to date.

IBBOTSON ASSOCIATES INC SCZ ($72.40) Holding Chart

IBBOTSON ASSOCIATES INC SCZ ($72.40) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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