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Bourgeon Capital Management’s iShares MSCI Chile ETF ECH Stock Holding History

Bourgeon Capital Management’s Portfolio ECH Stock Details ECH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-800
Closed -$21K – 271
2021
Q3 		$21K Hold
800
– – ﹤0.01% 198
2021
Q2 		$23K Buy
800
+50
+7% +$1.57K ﹤0.01% 195
2021
Q1 		$26K Hold
750
– – 0.01% 184
2020
Q4 		$23K Buy
+750
New +$20K 0.01% 174

Other funds holding ECH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
WH
Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return
MS
Maven Securities St Helier, Jersey $5.2B AUM 44.01% 1-Year Est. Return
SC
Sagil Capital London, United Kingdom $263M AUM 88.6% 1-Year Est. Return

Bourgeon Capital Management's ECH Position: Q4 2021 in Review

Bourgeon Capital Management sold out of iShares MSCI Chile ETF (ECH) in Q4 2021, closing a stake of 800 shares — an estimated $21K sold.

Bourgeon Capital Management first reported a position in ECH in Q4 2020 and held it in 4 quarters. The position peaked at $26K in Q1 2021. 60 funds tracked by Wall St. Rank hold ECH as of Q4 2021.

  • Bourgeon Capital Management reported no remaining iShares MSCI Chile ETF position as of Q4 2021 after selling out during the quarter.
  • Bourgeon Capital Management sold 800 iShares MSCI Chile ETF shares in Q4 2021, an estimated $21K.
  • Bourgeon Capital Management first reported a position in iShares MSCI Chile ETF in Q4 2020 and held it in 4 quarters.
  • Bourgeon Capital Management's iShares MSCI Chile ETF position peaked at $26K in Q1 2021.
  • 60 funds tracked by Wall St. Rank held iShares MSCI Chile ETF as of Q4 2021.

Based on Bourgeon Capital Management's 13F filing for Q4 2021, filed 31 Jan 2022.