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

Capital Investment Advisors’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
2018
Q2 		– Sell
-5,135
Closed -$230K – 499
2018
Q1 		$230K Sell
5,135
-135
-3% -$6.04K 0.02% 430
2017
Q4 		$213K Hold
5,270
– – 0.01% 437
2017
Q3 		$220K Sell
5,270
-1,070
-17% -$41.9K 0.02% 419
2017
Q2 		$216K Sell
6,340
-500
-7% -$18K 0.02% 422
2017
Q1 		$256K Sell
6,840
-475
-6% -$17.7K 0.02% 389
2016
Q4 		$244K Sell
7,315
-600
-8% -$20.6K 0.02% 378
2016
Q3 		$267K Sell
7,915
-1,415
-15% -$46.8K 0.02% 356
2016
Q2 		$282K Sell
9,330
-605
-6% -$16.7K 0.03% 335
2016
Q1 		$261K Sell
9,935
-730
-7% -$15.7K 0.03% 343
2015
Q4 		$221K Sell
10,665
-700
-6% -$16.3K 0.02% 366
2015
Q3 		$249K Sell
11,365
-1,020
-8% -$27.2K 0.03% 313
2015
Q2 		$406K Sell
12,385
-1,225
-9% -$42.3K 0.04% 264
2015
Q1 		$427K Sell
13,610
-364
-3% -$12.4K 0.05% 263
2014
Q4 		$511K Sell
13,974
-422
-3% -$17.1K 0.06% 240
2014
Q3 		$626K Sell
14,396
-10
-0.1% -$495 0.07% 207
2014
Q2 		$688K Sell
14,406
-2,550
-15% -$122K 0.08% 199
2014
Q1 		$764K Sell
16,956
-2,824
-14% -$116K 0.1% 191
2013
Q4 		$884K Buy
+19,780
New +$940K 0.12% 170

Other funds holding EWZ

PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.95B AUM 25.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $24.4B AUM 40.93% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 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
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
ACJ
Autonomy Capital (Jersey) St. Helier, Jersey $54.8M AUM 37.27% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Capital Investment Advisors's EWZ Position: Q2 2018 in Review

Capital Investment Advisors sold out of iShares MSCI Brazil ETF (EWZ) in Q2 2018, closing a stake of 5,135 shares — an estimated $230K sold.

Capital Investment Advisors first reported a position in EWZ in Q4 2013 and held it in 18 quarters. The position peaked at $884K in Q4 2013. 231 funds tracked by Wall St. Rank hold EWZ as of Q2 2018.

  • Capital Investment Advisors reported no remaining iShares MSCI Brazil ETF position as of Q2 2018 after selling out during the quarter.
  • Capital Investment Advisors sold 5,135 iShares MSCI Brazil ETF shares in Q2 2018, an estimated $230K.
  • Capital Investment Advisors first reported a position in iShares MSCI Brazil ETF in Q4 2013 and held it in 18 quarters.
  • Capital Investment Advisors's iShares MSCI Brazil ETF position peaked at $884K in Q4 2013.
  • 231 funds tracked by Wall St. Rank held iShares MSCI Brazil ETF as of Q2 2018.

Based on Capital Investment Advisors's 13F filing for Q2 2018, filed 10 Jul 2018.