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CCM Investment Advisers’s iShares MSCI Sweden ETF EWD Stock Holding History

CCM Investment Advisers’s Portfolio EWD Stock Details EWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-10,450
Closed -$357K – 130
2013
Q3 		$357K Hold
10,450
– – 0.04% 120
2013
Q2 		$311K Buy
+10,450
New +$340K 0.03% 123

Other funds holding EWD

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCYC
Richard C. Young & Co Newport, Rhode Island $1.21B AUM 38.41% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
LTI
Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return

CCM Investment Advisers's EWD Position: Q4 2013 in Review

CCM Investment Advisers sold out of iShares MSCI Sweden ETF (EWD) in Q4 2013, closing a stake of 10,450 shares — an estimated $357K sold.

CCM Investment Advisers first reported a position in EWD in Q2 2013 and held it in 2 quarters. The position peaked at $357K in Q3 2013. 81 funds tracked by Wall St. Rank hold EWD as of Q4 2013.

  • CCM Investment Advisers reported no remaining iShares MSCI Sweden ETF position as of Q4 2013 after selling out during the quarter.
  • CCM Investment Advisers sold 10,450 iShares MSCI Sweden ETF shares in Q4 2013, an estimated $357K.
  • CCM Investment Advisers first reported a position in iShares MSCI Sweden ETF in Q2 2013 and held it in 2 quarters.
  • CCM Investment Advisers's iShares MSCI Sweden ETF position peaked at $357K in Q3 2013.
  • 81 funds tracked by Wall St. Rank held iShares MSCI Sweden ETF as of Q4 2013.

Based on CCM Investment Advisers's 13F filing for Q4 2013, filed 20 Feb 2014.