BEAM
ENZL icon

Baker Ellis Asset Management’s iShares MSCI New Zealand ETF ENZL Stock Holding History

Baker Ellis Asset Management’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
2020
Q1 		– Sell
-1,945
Closed -$112K – 194
2019
Q4 		$112K Buy
+1,945
New +$105K 0.03% 210

Other funds holding ENZL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CPA
Capital Planning Advisors Roseville, California $692M AUM 21.81% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return
IC
Innealta Capital Austin, Texas $161M AUM 23.8% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
MGWM
Marks Group Wealth Management Minnetonka, Minnesota $1.04B AUM 8.96% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Baker Ellis Asset Management's ENZL Position: Q1 2020 in Review

Baker Ellis Asset Management sold out of iShares MSCI New Zealand ETF (ENZL) in Q1 2020, closing a stake of 1,945 shares — an estimated $112K sold.

Baker Ellis Asset Management first reported a position in ENZL in Q4 2019 and held it in 1 quarter. The position peaked at $112K in Q4 2019. 49 funds tracked by Wall St. Rank hold ENZL as of Q1 2020.

  • Baker Ellis Asset Management reported no remaining iShares MSCI New Zealand ETF position as of Q1 2020 after selling out during the quarter.
  • Baker Ellis Asset Management sold 1,945 iShares MSCI New Zealand ETF shares in Q1 2020, an estimated $112K.
  • Baker Ellis Asset Management first reported a position in iShares MSCI New Zealand ETF in Q4 2019 and held it in 1 quarter.
  • Baker Ellis Asset Management's iShares MSCI New Zealand ETF position peaked at $112K in Q4 2019.
  • 49 funds tracked by Wall St. Rank held iShares MSCI New Zealand ETF as of Q1 2020.

Based on Baker Ellis Asset Management's 13F filing for Q1 2020, filed 12 May 2020.