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Capital Advisors Ltd’s iShares MSCI Brazil ETF EWZ Stock Holding History

Capital Advisors Ltd’s Portfolio EWZ Stock Details EWZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-1,035
Closed -$44K – 314
2014
Q3 		$44K Hold
1,035
– – 0.03% 186
2014
Q2 		$49K Hold
1,035
– – 0.03% 181
2014
Q1 		$47K Buy
+1,035
New +$42.5K 0.03% 184

Other funds holding EWZ

CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return
Parallax Volatility Advisers
Parallax Volatility Advisers San Francisco, California $58.9B AUM 51.73% 1-Year Est. Return
NM
NWI Management New York $2.16B AUM 62.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Capital Advisors Ltd's EWZ Position: Q4 2014 in Review

Capital Advisors Ltd sold out of iShares MSCI Brazil ETF (EWZ) in Q4 2014, closing a stake of 1,035 shares — an estimated $44K sold.

Capital Advisors Ltd first reported a position in EWZ in Q1 2014 and held it in 3 quarters. The position peaked at $49K in Q2 2014. 227 funds tracked by Wall St. Rank hold EWZ as of Q4 2014.

  • Capital Advisors Ltd reported no remaining iShares MSCI Brazil ETF position as of Q4 2014 after selling out during the quarter.
  • Capital Advisors Ltd sold 1,035 iShares MSCI Brazil ETF shares in Q4 2014, an estimated $44K.
  • Capital Advisors Ltd first reported a position in iShares MSCI Brazil ETF in Q1 2014 and held it in 3 quarters.
  • Capital Advisors Ltd's iShares MSCI Brazil ETF position peaked at $49K in Q2 2014.
  • 227 funds tracked by Wall St. Rank held iShares MSCI Brazil ETF as of Q4 2014.

Based on Capital Advisors Ltd's 13F filing for Q4 2014, filed 29 Jan 2015.