Blue Bell Private Wealth Management’s iShares MSCI Spain ETF EWP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-600	Closed	-$17K	–	311
2016 Q3	$17K	Hold	600	–	–	0.01%	309
2016 Q2	$15K	Hold	600	–	–	0.01%	320
2016 Q1	$16K	Hold	600	–	–	0.01%	318
2015 Q4	$17K	Sell	600 -200	-25%	-$6.14K	0.01%	323
2015 Q3	$24K	Hold	800	–	–	0.02%	291
2015 Q2	$27K	Hold	800	–	–	0.02%	281
2015 Q1	$27K	Hold	800	–	–	0.02%	279
2014 Q4	$27K	Hold	800	–	–	0.02%	287
2014 Q3	$31K	Hold	800	–	–	0.02%	291
2014 Q2	$34K	Buy	+800	New	+$33.8K	0.02%	267

Other funds holding EWP

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

BFA

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

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

PVH

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

Xponance Philadelphia, Pennsylvania $14.1B AUM 30.11% 1-Year Est. Return

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

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

New York State Common Retirement Fund Albany, New York $71.6B AUM 29.66% 1-Year Est. Return

AII

AGF Investments Inc Toronto, Ontario, Canada $10.6B AUM 4.37% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Blue Bell Private Wealth Management sold out of iShares MSCI Spain ETF (EWP) in Q4 2016, closing a stake of 600 shares — an estimated $17K sold.

Blue Bell Private Wealth Management first reported a position in EWP in Q2 2014 and held it in 10 quarters. The position peaked at $34K in Q2 2014. 83 funds tracked by Wall St. Rank hold EWP as of Q4 2016.

Blue Bell Private Wealth Management reported no remaining iShares MSCI Spain ETF position as of Q4 2016 after selling out during the quarter.
Blue Bell Private Wealth Management sold 600 iShares MSCI Spain ETF shares in Q4 2016, an estimated $17K.
Blue Bell Private Wealth Management first reported a position in iShares MSCI Spain ETF in Q2 2014 and held it in 10 quarters.
Blue Bell Private Wealth Management's iShares MSCI Spain ETF position peaked at $34K in Q2 2014.
83 funds tracked by Wall St. Rank held iShares MSCI Spain ETF as of Q4 2016.

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