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Baltimore-Washington Financial Advisors’s iShare MSCI Eurozone ETF EZU Stock Holding History

Baltimore-Washington Financial Advisors’s Portfolio EZU Stock Details EZU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-49
Closed -$2K – 278
2014
Q3 		$2K Buy
+49
New +$1.97K ﹤0.01% 261

Other funds holding EZU

Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
H
Hexavest Montreal, Quebec, Canada $1.64B AUM 28.34% 1-Year Est. Return
EA
Euclid Advisors Hartford, Connecticut $4.79M AUM 12.77% 1-Year Est. Return
RC
RegentAtlantic Capital Morristown, New Jersey $3.34B AUM 14.54% 1-Year Est. Return

Baltimore-Washington Financial Advisors's EZU Position: Q4 2014 in Review

Baltimore-Washington Financial Advisors sold out of iShare MSCI Eurozone ETF (EZU) in Q4 2014, closing a stake of 49 shares — an estimated $2K sold.

Baltimore-Washington Financial Advisors first reported a position in EZU in Q3 2014 and held it in 1 quarter. The position peaked at $2K in Q3 2014. 156 funds tracked by Wall St. Rank hold EZU as of Q4 2014.

  • Baltimore-Washington Financial Advisors reported no remaining iShare MSCI Eurozone ETF position as of Q4 2014 after selling out during the quarter.
  • Baltimore-Washington Financial Advisors sold 49 iShare MSCI Eurozone ETF shares in Q4 2014, an estimated $2K.
  • Baltimore-Washington Financial Advisors first reported a position in iShare MSCI Eurozone ETF in Q3 2014 and held it in 1 quarter.
  • Baltimore-Washington Financial Advisors's iShare MSCI Eurozone ETF position peaked at $2K in Q3 2014.
  • 156 funds tracked by Wall St. Rank held iShare MSCI Eurozone ETF as of Q4 2014.

Based on Baltimore-Washington Financial Advisors's 13F filing for Q4 2014, filed 21 Jan 2015.