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Allegis Investment Advisors’s iShares MSCI Sweden ETF EWD Stock Holding History

Allegis Investment Advisors’s Portfolio EWD Stock Details EWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-489
Closed -$14K – 406
2015
Q4 		$14K Buy
+489
New +$14.6K 0.01% 586

Other funds holding EWD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WOA
Water Oak Advisors Winter Park, Florida $155M AUM 6.37% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Allegis Investment Advisors's EWD Position: Q1 2016 in Review

Allegis Investment Advisors sold out of iShares MSCI Sweden ETF (EWD) in Q1 2016, closing a stake of 489 shares — an estimated $14K sold.

Allegis Investment Advisors first reported a position in EWD in Q4 2015 and held it in 1 quarter. The position peaked at $14K in Q4 2015. 60 funds tracked by Wall St. Rank hold EWD as of Q1 2016.

  • Allegis Investment Advisors reported no remaining iShares MSCI Sweden ETF position as of Q1 2016 after selling out during the quarter.
  • Allegis Investment Advisors sold 489 iShares MSCI Sweden ETF shares in Q1 2016, an estimated $14K.
  • Allegis Investment Advisors first reported a position in iShares MSCI Sweden ETF in Q4 2015 and held it in 1 quarter.
  • Allegis Investment Advisors's iShares MSCI Sweden ETF position peaked at $14K in Q4 2015.
  • 60 funds tracked by Wall St. Rank held iShares MSCI Sweden ETF as of Q1 2016.

Based on Allegis Investment Advisors's 13F filing for Q1 2016, filed 9 May 2016.