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CapWealth Advisors’s iShares MSCI Malaysia ETF EWM Stock Holding History

CapWealth Advisors’s Portfolio EWM Stock Details EWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-64
Closed -$4K – 153
2014
Q3 		$4K Buy
+64
New +$4.08K ﹤0.01% 303

Other funds holding EWM

State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return
National Pension Service
National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea $132B AUM 28.96% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return
FMLI
Fukoku Mutual Life Insurance Tokyo, Japan $1.53B AUM 29.94% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
AT
AMF Tjänstepension Stockholm, Sweden $15.1B AUM 30.1% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Korea Investment Corp
Korea Investment Corp Seoul, South Korea $48.3B AUM 31.57% 1-Year Est. Return

CapWealth Advisors's EWM Position: Q4 2014 in Review

CapWealth Advisors sold out of iShares MSCI Malaysia ETF (EWM) in Q4 2014, closing a stake of 64 shares — an estimated $4K sold.

CapWealth Advisors first reported a position in EWM in Q3 2014 and held it in 1 quarter. The position peaked at $4K in Q3 2014. 104 funds tracked by Wall St. Rank hold EWM as of Q4 2014.

  • CapWealth Advisors reported no remaining iShares MSCI Malaysia ETF position as of Q4 2014 after selling out during the quarter.
  • CapWealth Advisors sold 64 iShares MSCI Malaysia ETF shares in Q4 2014, an estimated $4K.
  • CapWealth Advisors first reported a position in iShares MSCI Malaysia ETF in Q3 2014 and held it in 1 quarter.
  • CapWealth Advisors's iShares MSCI Malaysia ETF position peaked at $4K in Q3 2014.
  • 104 funds tracked by Wall St. Rank held iShares MSCI Malaysia ETF as of Q4 2014.

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