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Aviance Capital Management’s iShares MSCI Australia ETF EWA Stock Holding History

Aviance Capital Management’s Portfolio EWA Stock Details EWA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-36,211
Closed -$733K – 188
2016
Q4 		$733K Sell
36,211
-7,182
-17% -$148K 0.04% 141
2016
Q3 		$907K Sell
43,393
-10,615
-20% -$217K 0.03% 225
2016
Q2 		$1.05M Sell
54,008
-2,903
-5% -$56.6K 0.03% 196
2016
Q1 		$1.1M Buy
56,911
+285
+0.5% +$5.13K 0.04% 170
2015
Q4 		$1.07M Sell
56,626
-6,631
-10% -$125K 0.04% 161
2015
Q3 		$1.13M Buy
+63,257
New +$1.24M 0.04% 144
2015
Q2 		– Sell
-42,607
Closed -$974K – 94
2015
Q1 		$974K Sell
42,607
-1,972
-4% -$45.1K 0.04% 145
2014
Q4 		$988K Buy
44,579
+3,942
+10% +$93.8K 0.04% 176
2014
Q3 		$973K Buy
40,637
+7,866
+24% +$207K 0.04% 185
2014
Q2 		$856K Buy
32,771
+10,543
+47% +$279K 0.04% 180
2014
Q1 		$575K Buy
22,228
+20,090
+940% +$491K 0.03% 188
2013
Q4 		$52K Sell
2,138
-138
-6% -$3.53K 0.03% 224
2013
Q3 		$58K Sell
2,276
-7,548
-77% -$181K 0.03% 203
2013
Q2 		$222K Buy
+9,824
New +$253K 0.12% 130

Other funds holding EWA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 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
FMI
Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Aviance Capital Management's EWA Position: Q1 2017 in Review

Aviance Capital Management sold out of iShares MSCI Australia ETF (EWA) in Q1 2017, closing a stake of 36,211 shares — an estimated $733K sold.

Aviance Capital Management first reported a position in EWA in Q2 2013 and held it in 14 quarters. The position peaked at $1.13M in Q3 2015. 188 funds tracked by Wall St. Rank hold EWA as of Q1 2017.

  • Aviance Capital Management reported no remaining iShares MSCI Australia ETF position as of Q1 2017 after selling out during the quarter.
  • Aviance Capital Management sold 36,211 iShares MSCI Australia ETF shares in Q1 2017, an estimated $733K.
  • Aviance Capital Management first reported a position in iShares MSCI Australia ETF in Q2 2013 and held it in 14 quarters.
  • Aviance Capital Management's iShares MSCI Australia ETF position peaked at $1.13M in Q3 2015.
  • 188 funds tracked by Wall St. Rank held iShares MSCI Australia ETF as of Q1 2017.

Based on Aviance Capital Management's 13F filing for Q1 2017, filed 1 Jun 2017.