AI
ENZL icon

Atria Investments’s iShares MSCI New Zealand ETF ENZL Stock Holding History

Atria Investments’s Portfolio ENZL Stock Details ENZL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-4,747
Closed -$232K – 962
2018
Q1 		$232K Buy
+4,747
New +$231K 0.01% 762

Other funds holding ENZL

CWM
Cornerstone Wealth Management St. Peters, Missouri $2B AUM 19.19% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WAM
Weatherly Asset Management Del Mar, California $1.24B AUM 22.2% 1-Year Est. Return

Atria Investments's ENZL Position: Q2 2018 in Review

Atria Investments sold out of iShares MSCI New Zealand ETF (ENZL) in Q2 2018, closing a stake of 4,747 shares — an estimated $232K sold.

Atria Investments first reported a position in ENZL in Q1 2018 and held it in 1 quarter. The position peaked at $232K in Q1 2018. 48 funds tracked by Wall St. Rank hold ENZL as of Q2 2018.

  • Atria Investments reported no remaining iShares MSCI New Zealand ETF position as of Q2 2018 after selling out during the quarter.
  • Atria Investments sold 4,747 iShares MSCI New Zealand ETF shares in Q2 2018, an estimated $232K.
  • Atria Investments first reported a position in iShares MSCI New Zealand ETF in Q1 2018 and held it in 1 quarter.
  • Atria Investments's iShares MSCI New Zealand ETF position peaked at $232K in Q1 2018.
  • 48 funds tracked by Wall St. Rank held iShares MSCI New Zealand ETF as of Q2 2018.

Based on Atria Investments's 13F filing for Q2 2018, filed 13 Jul 2018.