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Cabot Wealth Management’s iShares MSCI Saudi Arabia ETF KSA Stock Holding History

Cabot Wealth Management’s Portfolio KSA Stock Details KSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-59,193
Closed -$1.55M – 136
2017
Q3 		$1.55M Buy
59,193
+927
+2% +$24.1K 0.35% 71
2017
Q2 		$1.58M Buy
+58,266
New +$1.47M 0.37% 75

Other funds holding KSA

CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
CLOS
Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $8.13B AUM 26.03% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RE
RBC Europe London, United Kingdom $2.08B AUM 12.2% 1-Year Est. Return
PG
Patten Group Chattanooga, Tennessee $575M AUM 21.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cabot Wealth Management's KSA Position: Q4 2017 in Review

Cabot Wealth Management sold out of iShares MSCI Saudi Arabia ETF (KSA) in Q4 2017, closing a stake of 59,193 shares — an estimated $1.55M sold.

Cabot Wealth Management first reported a position in KSA in Q2 2017 and held it in 2 quarters. The position peaked at $1.58M in Q2 2017. 8 funds tracked by Wall St. Rank hold KSA as of Q4 2017.

  • Cabot Wealth Management reported no remaining iShares MSCI Saudi Arabia ETF position as of Q4 2017 after selling out during the quarter.
  • Cabot Wealth Management sold 59,193 iShares MSCI Saudi Arabia ETF shares in Q4 2017, an estimated $1.55M.
  • Cabot Wealth Management first reported a position in iShares MSCI Saudi Arabia ETF in Q2 2017 and held it in 2 quarters.
  • Cabot Wealth Management's iShares MSCI Saudi Arabia ETF position peaked at $1.58M in Q2 2017.
  • 8 funds tracked by Wall St. Rank held iShares MSCI Saudi Arabia ETF as of Q4 2017.

Based on Cabot Wealth Management's 13F filing for Q4 2017, filed 12 Feb 2018.