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Allegis Investment Advisors’s iShares MSCI Brazil ETF EWZ Stock Holding History

Allegis Investment Advisors’s Portfolio EWZ Stock Details EWZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-729
Closed -$15K – 414
2015
Q4 		$15K Buy
+729
New +$17K 0.01% 566

Other funds holding EWZ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
DCM
Discovery Capital Management South Norwalk, Connecticut $2.41B AUM 286.33% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
NM
NWI Management New York $2.16B AUM 62.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Allegis Investment Advisors sold out of iShares MSCI Brazil ETF (EWZ) in Q1 2016, closing a stake of 729 shares — an estimated $15K sold.

Allegis Investment Advisors first reported a position in EWZ in Q4 2015 and held it in 1 quarter. The position peaked at $15K in Q4 2015. 204 funds tracked by Wall St. Rank hold EWZ as of Q1 2016.

  • Allegis Investment Advisors reported no remaining iShares MSCI Brazil ETF position as of Q1 2016 after selling out during the quarter.
  • Allegis Investment Advisors sold 729 iShares MSCI Brazil ETF shares in Q1 2016, an estimated $15K.
  • Allegis Investment Advisors first reported a position in iShares MSCI Brazil ETF in Q4 2015 and held it in 1 quarter.
  • Allegis Investment Advisors's iShares MSCI Brazil ETF position peaked at $15K in Q4 2015.
  • 204 funds tracked by Wall St. Rank held iShares MSCI Brazil ETF as of Q1 2016.

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