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Beaumont Financial Advisors’s iShares MSCI Malaysia ETF EWM Stock Holding History

Beaumont Financial Advisors’s Portfolio EWM Stock Details EWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-132,702
Closed -$8.4M – 136
2013
Q4 		$8.4M Buy
+132,702
New +$8.38M 0.69% 53

Other funds holding EWM

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return
FMLI
Fukoku Mutual Life Insurance Tokyo, Japan $1.53B AUM 29.94% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
BCM
Bluefin Capital Management New York $156M AUM 18.47% 1-Year Est. Return
GH
GAM Holding Zurich, Switzerland $1.57B AUM 25.73% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return

Beaumont Financial Advisors's EWM Position: Q1 2014 in Review

Beaumont Financial Advisors sold out of iShares MSCI Malaysia ETF (EWM) in Q1 2014, closing a stake of 132,702 shares — an estimated $8.4M sold.

Beaumont Financial Advisors first reported a position in EWM in Q4 2013 and held it in 1 quarter. The position peaked at $8.4M in Q4 2013. 117 funds tracked by Wall St. Rank hold EWM as of Q1 2014.

  • Beaumont Financial Advisors reported no remaining iShares MSCI Malaysia ETF position as of Q1 2014 after selling out during the quarter.
  • Beaumont Financial Advisors sold 132,702 iShares MSCI Malaysia ETF shares in Q1 2014, an estimated $8.4M.
  • Beaumont Financial Advisors first reported a position in iShares MSCI Malaysia ETF in Q4 2013 and held it in 1 quarter.
  • Beaumont Financial Advisors's iShares MSCI Malaysia ETF position peaked at $8.4M in Q4 2013.
  • 117 funds tracked by Wall St. Rank held iShares MSCI Malaysia ETF as of Q1 2014.

Based on Beaumont Financial Advisors's 13F filing for Q1 2014, filed 7 May 2014.