Blue Bell Private Wealth Management’s iShares MSCI Malaysia ETF EWM Stock Holding History

Blue Bell Private Wealth Management’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
2019 Q1	–	Sell	-50	Closed	-$1K	–	198
2018 Q4	$1K	Hold	50	–	–	﹤0.01%	207
2018 Q3	$2K	Hold	50	–	–	﹤0.01%	214
2018 Q2	$2K	Hold	50	–	–	﹤0.01%	205
2018 Q1	$1K	Hold	50	–	–	﹤0.01%	214
2017 Q4	$1K	Sell	50 -112	-69%	-$3.63K	﹤0.01%	220
2017 Q3	$5K	Hold	162	–	–	﹤0.01%	201
2017 Q2	$5K	Hold	162	–	–	﹤0.01%	207
2017 Q1	$5K	Hold	162	–	–	﹤0.01%	209
2016 Q4	$5K	Sell	162 -1,171	-88%	-$35.7K	﹤0.01%	225
2016 Q3	$44K	Hold	1,333	–	–	0.03%	221
2016 Q2	$45K	Hold	1,333	–	–	0.03%	218
2016 Q1	$47K	Hold	1,333	–	–	0.03%	225
2015 Q4	$41K	Sell	1,333 -855	-39%	-$34.8K	0.03%	234
2015 Q3	$87K	Hold	2,188	–	–	0.06%	156
2015 Q2	$106K	Buy	2,188 +150	+7%	+$7.92K	0.06%	137
2015 Q1	$108K	Hold	2,038	–	–	0.06%	136
2014 Q4	$109K	Sell	2,038 -25	-1%	-$1.45K	0.06%	148
2014 Q3	$127K	Buy	2,063 +550	+36%	+$35.1K	0.08%	141
2014 Q2	$96K	Buy	1,513 +1,463	+2,926%	+$93.3K	0.06%	154
2014 Q1	$3K	Hold	50	–	–	﹤0.01%	367
2013 Q4	$3K	Buy	+50	New	+$3.16K	﹤0.01%	383

Other funds holding EWM

State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return

UIM

USS Investment Management London, United Kingdom $25.6B AUM 30.22% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Blue Bell Private Wealth Management's EWM Position: Q1 2019 in Review

Blue Bell Private Wealth Management sold out of iShares MSCI Malaysia ETF (EWM) in Q1 2019, closing a stake of 50 shares — an estimated $1K sold.

Blue Bell Private Wealth Management first reported a position in EWM in Q4 2013 and held it in 21 quarters. The position peaked at $127K in Q3 2014. 104 funds tracked by Wall St. Rank hold EWM as of Q1 2019.

Blue Bell Private Wealth Management reported no remaining iShares MSCI Malaysia ETF position as of Q1 2019 after selling out during the quarter.
Blue Bell Private Wealth Management sold 50 iShares MSCI Malaysia ETF shares in Q1 2019, an estimated $1K.
Blue Bell Private Wealth Management first reported a position in iShares MSCI Malaysia ETF in Q4 2013 and held it in 21 quarters.
Blue Bell Private Wealth Management's iShares MSCI Malaysia ETF position peaked at $127K in Q3 2014.
104 funds tracked by Wall St. Rank held iShares MSCI Malaysia ETF as of Q1 2019.

Based on Blue Bell Private Wealth Management's 13F filing for Q1 2019, filed 23 Apr 2019.