Blue Bell Private Wealth Management’s iShares MSCI Mexico ETF EWW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-400	Closed	-$20K	–	312
2016 Q3	$20K	Hold	400	–	–	0.01%	293
2016 Q2	$21K	Hold	400	–	–	0.01%	286
2016 Q1	$21K	Hold	400	–	–	0.01%	288
2015 Q4	$20K	Sell	400 -150	-27%	-$8K	0.01%	305
2015 Q3	$28K	Hold	550	–	–	0.02%	275
2015 Q2	$31K	Hold	550	–	–	0.02%	271
2015 Q1	$31K	Hold	550	–	–	0.02%	264
2014 Q4	$32K	Hold	550	–	–	0.02%	272
2014 Q3	$38K	Buy	+550	New	+$38.7K	0.02%	260

Other funds holding EWW

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return

HCM

Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 1-Year Est. Return

NIMI

Natixis Investment Managers International Paris, France $1.29B AUM 24.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

PVH

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Parallax Volatility Advisers San Francisco, California $58.9B AUM 51.73% 1-Year Est. Return

MAM

Marketfield Asset Management New York $127M AUM 30.51% 1-Year Est. Return

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

Blue Bell Private Wealth Management sold out of iShares MSCI Mexico ETF (EWW) in Q4 2016, closing a stake of 400 shares — an estimated $20K sold.

Blue Bell Private Wealth Management first reported a position in EWW in Q3 2014 and held it in 9 quarters. The position peaked at $38K in Q3 2014. 173 funds tracked by Wall St. Rank hold EWW as of Q4 2016.

Blue Bell Private Wealth Management reported no remaining iShares MSCI Mexico ETF position as of Q4 2016 after selling out during the quarter.
Blue Bell Private Wealth Management sold 400 iShares MSCI Mexico ETF shares in Q4 2016, an estimated $20K.
Blue Bell Private Wealth Management first reported a position in iShares MSCI Mexico ETF in Q3 2014 and held it in 9 quarters.
Blue Bell Private Wealth Management's iShares MSCI Mexico ETF position peaked at $38K in Q3 2014.
173 funds tracked by Wall St. Rank held iShares MSCI Mexico ETF as of Q4 2016.

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