Blue Bell Private Wealth Management’s iShares MSCI Italy ETF EWI Stock Holding History

Blue Bell Private Wealth Management’s Portfolio EWI Stock Details EWI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-700	Closed	-$16K	–	310
2016 Q3	$16K	Hold	700	–	–	0.01%	312
2016 Q2	$16K	Hold	700	–	–	0.01%	315
2016 Q1	$17K	Hold	700	–	–	0.01%	310
2015 Q4	$19K	Hold	700	–	–	0.01%	309
2015 Q3	$20K	Hold	700	–	–	0.01%	306
2015 Q2	$21K	Hold	700	–	–	0.01%	304
2015 Q1	$20K	Hold	700	–	–	0.01%	307
2014 Q4	$19K	Hold	700	–	–	0.01%	331
2014 Q3	$22K	Hold	700	–	–	0.01%	333
2014 Q2	$24K	Buy	+700	New	+$24.7K	0.01%	306

Other funds holding EWI

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Hexavest Montreal, Quebec, Canada $1.64B AUM 28.34% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return

PVH

Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return

GAM Holding Zurich, Switzerland $1.57B AUM 25.73% 1-Year Est. Return

Axa Paris, France $256M AUM 25.01% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Blue Bell Private Wealth Management's EWI Position: Q4 2016 in Review

Blue Bell Private Wealth Management sold out of iShares MSCI Italy ETF (EWI) in Q4 2016, closing a stake of 700 shares — an estimated $16K sold.

Blue Bell Private Wealth Management first reported a position in EWI in Q2 2014 and held it in 10 quarters. The position peaked at $24K in Q2 2014. 75 funds tracked by Wall St. Rank hold EWI as of Q4 2016.

Blue Bell Private Wealth Management reported no remaining iShares MSCI Italy ETF position as of Q4 2016 after selling out during the quarter.
Blue Bell Private Wealth Management sold 700 iShares MSCI Italy ETF shares in Q4 2016, an estimated $16K.
Blue Bell Private Wealth Management first reported a position in iShares MSCI Italy ETF in Q2 2014 and held it in 10 quarters.
Blue Bell Private Wealth Management's iShares MSCI Italy ETF position peaked at $24K in Q2 2014.
75 funds tracked by Wall St. Rank held iShares MSCI Italy ETF as of Q4 2016.

Based on Blue Bell Private Wealth Management's 13F filing for Q4 2016, filed 30 Jan 2017.