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Cavalier Investments’s iShares MSCI New Zealand ETF ENZL Stock Holding History

Cavalier Investments’s Portfolio ENZL Stock Details ENZL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-18,550
Closed -$798K – 140
2016
Q2 		$798K Hold
18,550
– – 0.47% 46
2016
Q1 		$763K Buy
+18,550
New +$680K 0.44% 45

Other funds holding ENZL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HA
Hays Advisory Franklin, Tennessee $157M AUM 9.67% 1-Year Est. Return
WOA
Water Oak Advisors Winter Park, Florida $155M AUM 6.37% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
BWM
Braver Wealth Management Needham, Massachusetts $616M AUM 12.48% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Cavalier Investments's ENZL Position: Q3 2016 in Review

Cavalier Investments sold out of iShares MSCI New Zealand ETF (ENZL) in Q3 2016, closing a stake of 18,550 shares — an estimated $798K sold.

Cavalier Investments first reported a position in ENZL in Q1 2016 and held it in 2 quarters. The position peaked at $798K in Q2 2016. 59 funds tracked by Wall St. Rank hold ENZL as of Q3 2016.

  • Cavalier Investments reported no remaining iShares MSCI New Zealand ETF position as of Q3 2016 after selling out during the quarter.
  • Cavalier Investments sold 18,550 iShares MSCI New Zealand ETF shares in Q3 2016, an estimated $798K.
  • Cavalier Investments first reported a position in iShares MSCI New Zealand ETF in Q1 2016 and held it in 2 quarters.
  • Cavalier Investments's iShares MSCI New Zealand ETF position peaked at $798K in Q2 2016.
  • 59 funds tracked by Wall St. Rank held iShares MSCI New Zealand ETF as of Q3 2016.

Based on Cavalier Investments's 13F filing for Q3 2016, filed 14 Nov 2016.