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Baltimore-Washington Financial Advisors’s iShares MSCI Brazil ETF EWZ Stock Holding History

Baltimore-Washington Financial Advisors’s Portfolio EWZ Stock Details EWZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-300
Closed -$6K – 142
2015
Q3 		$6K Sell
300
-16,395
-98% -$437K ﹤0.01% 223
2015
Q2 		$547K Sell
16,695
-2,275
-12% -$78.6K 0.16% 82
2015
Q1 		$595K Sell
18,970
-480
-2% -$16.3K 0.17% 82
2014
Q4 		$711K Sell
19,450
-10,430
-35% -$424K 0.21% 81
2014
Q3 		$1.3M Sell
29,880
-1,250
-4% -$61.8K 0.42% 68
2014
Q2 		$1.49M Buy
31,130
+330
+1% +$15.8K 0.46% 68
2014
Q1 		$1.39M Sell
30,800
-1,350
-4% -$55.4K 0.47% 65
2013
Q4 		$1.44M Sell
32,150
-4,350
-12% -$207K 0.49% 68
2013
Q3 		$1.75M Buy
36,500
+9,215
+34% +$410K 0.69% 59
2013
Q2 		$1.2M Buy
+27,285
New +$1.42M 0.52% 66

Other funds holding EWZ

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OFM
Okumus Fund Management Grand Cayman, Cayman Islands $48.7M AUM 70.39% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
NM
NWI Management New York $1.76B AUM 45.08% 1-Year Est. Return