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Atria Investments’s iShares MSCI Italy ETF EWI Stock Holding History

Atria Investments’s Portfolio EWI Stock Details EWI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-40,438
Closed -$1.43M – 432
2014
Q1 		$1.43M Sell
40,438
-176
-0.4% -$5.75K 0.15% 130
2013
Q4 		$1.27M Buy
40,614
+12,513
+45% +$380K 0.13% 142
2013
Q3 		$794K Buy
+28,101
New +$745K 0.08% 207

Other funds holding EWI

Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AII
AGF Investments Inc Toronto, Ontario, Canada $10.6B AUM 4.37% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Atria Investments's EWI Position: Q2 2014 in Review

Atria Investments sold out of iShares MSCI Italy ETF (EWI) in Q2 2014, closing a stake of 40,438 shares — an estimated $1.43M sold.

Atria Investments first reported a position in EWI in Q3 2013 and held it in 3 quarters. The position peaked at $1.43M in Q1 2014. 116 funds tracked by Wall St. Rank hold EWI as of Q2 2014.

  • Atria Investments reported no remaining iShares MSCI Italy ETF position as of Q2 2014 after selling out during the quarter.
  • Atria Investments sold 40,438 iShares MSCI Italy ETF shares in Q2 2014, an estimated $1.43M.
  • Atria Investments first reported a position in iShares MSCI Italy ETF in Q3 2013 and held it in 3 quarters.
  • Atria Investments's iShares MSCI Italy ETF position peaked at $1.43M in Q1 2014.
  • 116 funds tracked by Wall St. Rank held iShares MSCI Italy ETF as of Q2 2014.

Based on Atria Investments's 13F filing for Q2 2014, filed 21 Jul 2014.