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CapWealth Advisors’s iShares MSCI Germany ETF EWG Stock Holding History

CapWealth Advisors’s Portfolio EWG Stock Details EWG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-171
Closed -$5K – 152
2014
Q3 		$5K Buy
+171
New +$5.03K ﹤0.01% 291

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Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.95B AUM 25.05% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

CapWealth Advisors's EWG Position: Q4 2014 in Review

CapWealth Advisors sold out of iShares MSCI Germany ETF (EWG) in Q4 2014, closing a stake of 171 shares — an estimated $5K sold.

CapWealth Advisors first reported a position in EWG in Q3 2014 and held it in 1 quarter. The position peaked at $5K in Q3 2014. 193 funds tracked by Wall St. Rank hold EWG as of Q4 2014.

  • CapWealth Advisors reported no remaining iShares MSCI Germany ETF position as of Q4 2014 after selling out during the quarter.
  • CapWealth Advisors sold 171 iShares MSCI Germany ETF shares in Q4 2014, an estimated $5K.
  • CapWealth Advisors first reported a position in iShares MSCI Germany ETF in Q3 2014 and held it in 1 quarter.
  • CapWealth Advisors's iShares MSCI Germany ETF position peaked at $5K in Q3 2014.
  • 193 funds tracked by Wall St. Rank held iShares MSCI Germany ETF as of Q4 2014.

Based on CapWealth Advisors's 13F filing for Q4 2014, filed 11 Feb 2015.