Atria Investments’s iShares MSCI Canada ETF EWC Stock Holding History

Atria Investments’s Portfolio EWC Stock Details EWC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-11,063	Closed	-$320K	–	1204
2019 Q3	$320K	Sell	11,063 -1,667	-13%	-$47.5K	0.01%	700
2019 Q2	$352K	Buy	+12,730	New	+$359K	0.01%	689
2017 Q2	–	Sell	-22,644	Closed	-$609K	–	763
2017 Q1	$609K	Buy	22,644 +908	+4%	+$24.5K	0.04%	352
2016 Q4	$568K	Buy	21,736 +3,420	+19%	+$88.2K	0.04%	324
2016 Q3	$471K	Sell	18,316 -226	-1%	-$5.73K	0.04%	320
2016 Q2	$458K	Sell	18,542 -7,368	-28%	-$180K	0.05%	282
2016 Q1	$614K	Buy	+25,910	New	+$555K	0.07%	210
2015 Q1	–	Sell	-15,287	Closed	-$441K	–	414
2014 Q4	$441K	Buy	15,287 +7,817	+105%	+$230K	0.05%	274
2014 Q3	$229K	Buy	7,470 +270	+4%	+$8.7K	0.02%	419
2014 Q2	$232K	Buy	+7,200	New	+$221K	0.02%	381
2014 Q1	–	Sell	-8,419	Closed	-$245K	–	433
2013 Q4	$245K	Buy	8,419 +968	+13%	+$28K	0.02%	410
2013 Q3	$211K	Buy	+7,451	New	+$206K	0.02%	424

Other funds holding EWC

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

LMGAM

Liberty Mutual Group Asset Management Boston, Massachusetts $1.15B AUM 29.1% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Atria Investments's EWC Position: Q4 2019 in Review

Atria Investments sold out of iShares MSCI Canada ETF (EWC) in Q4 2019, closing a stake of 11,063 shares — an estimated $320K sold.

Atria Investments first reported a position in EWC in Q3 2013 and held it in 12 quarters. The position peaked at $614K in Q1 2016. 261 funds tracked by Wall St. Rank hold EWC as of Q4 2019.

Atria Investments reported no remaining iShares MSCI Canada ETF position as of Q4 2019 after selling out during the quarter.
Atria Investments sold 11,063 iShares MSCI Canada ETF shares in Q4 2019, an estimated $320K.
Atria Investments first reported a position in iShares MSCI Canada ETF in Q3 2013 and held it in 12 quarters.
Atria Investments's iShares MSCI Canada ETF position peaked at $614K in Q1 2016.
261 funds tracked by Wall St. Rank held iShares MSCI Canada ETF as of Q4 2019.

Based on Atria Investments's 13F filing for Q4 2019, filed 11 Feb 2020.