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Chesley Taft & Associates’s iShares MSCI Australia ETF EWA Stock Holding History

Chesley Taft & Associates’s Portfolio EWA Stock Details EWA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-25,700
Closed -$626K – 259
2013
Q4 		$626K Sell
25,700
-100
-0.4% -$2.56K 0.06% 201
2013
Q3 		$652K Hold
25,800
– – 0.07% 187
2013
Q2 		$583K Buy
+25,800
New +$666K 0.07% 199

Other funds holding EWA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Chesley Taft & Associates's EWA Position: Q1 2014 in Review

Chesley Taft & Associates sold out of iShares MSCI Australia ETF (EWA) in Q1 2014, closing a stake of 25,700 shares — an estimated $626K sold.

Chesley Taft & Associates first reported a position in EWA in Q2 2013 and held it in 3 quarters. The position peaked at $652K in Q3 2013. 178 funds tracked by Wall St. Rank hold EWA as of Q1 2014.

  • Chesley Taft & Associates reported no remaining iShares MSCI Australia ETF position as of Q1 2014 after selling out during the quarter.
  • Chesley Taft & Associates sold 25,700 iShares MSCI Australia ETF shares in Q1 2014, an estimated $626K.
  • Chesley Taft & Associates first reported a position in iShares MSCI Australia ETF in Q2 2013 and held it in 3 quarters.
  • Chesley Taft & Associates's iShares MSCI Australia ETF position peaked at $652K in Q3 2013.
  • 178 funds tracked by Wall St. Rank held iShares MSCI Australia ETF as of Q1 2014.

Based on Chesley Taft & Associates's 13F filing for Q1 2014, filed 11 Apr 2014.