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Boston Financial Management’s iShares MSCI Canada ETF EWC Stock Holding History

Boston Financial Management’s Portfolio EWC Stock Details EWC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-210,549
Closed -$5.51M – 282
2016
Q4 		$5.51M Sell
210,549
-20,130
-9% -$519K 0.43% 84
2016
Q3 		$5.93M Sell
230,679
-8,448
-4% -$214K 0.48% 82
2016
Q2 		$5.86M Buy
+239,127
New +$5.86M 0.48% 83

Other funds holding EWC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ZIG
Zurich Insurance Group Zurich, Switzerland $12.7B AUM 53.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Boston Financial Management's EWC Position: Q1 2017 in Review

Boston Financial Management sold out of iShares MSCI Canada ETF (EWC) in Q1 2017, closing a stake of 210,549 shares — an estimated $5.51M sold.

Boston Financial Management first reported a position in EWC in Q2 2016 and held it in 3 quarters. The position peaked at $5.93M in Q3 2016. 245 funds tracked by Wall St. Rank hold EWC as of Q1 2017.

  • Boston Financial Management reported no remaining iShares MSCI Canada ETF position as of Q1 2017 after selling out during the quarter.
  • Boston Financial Management sold 210,549 iShares MSCI Canada ETF shares in Q1 2017, an estimated $5.51M.
  • Boston Financial Management first reported a position in iShares MSCI Canada ETF in Q2 2016 and held it in 3 quarters.
  • Boston Financial Management's iShares MSCI Canada ETF position peaked at $5.93M in Q3 2016.
  • 245 funds tracked by Wall St. Rank held iShares MSCI Canada ETF as of Q1 2017.

Based on Boston Financial Management's 13F filing for Q1 2017, filed 11 May 2017.