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Chesley Taft & Associates’s iShares MSCI Canada ETF EWC Stock Holding History

Chesley Taft & Associates’s Portfolio EWC Stock Details EWC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-32,160
Closed -$938K – 260
2013
Q4 		$938K Hold
32,160
– – 0.09% 162
2013
Q3 		$910K Buy
32,160
+160
+0.5% +$4.43K 0.1% 157
2013
Q2 		$837K Buy
+32,000
New +$882K 0.1% 163

Other funds holding EWC

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
QI
Qualcomm Inc San Diego, California $32.1M AUM 5.35% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

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

Chesley Taft & Associates sold out of iShares MSCI Canada ETF (EWC) in Q1 2014, closing a stake of 32,160 shares — an estimated $938K sold.

Chesley Taft & Associates first reported a position in EWC in Q2 2013 and held it in 3 quarters. The position peaked at $938K in Q4 2013. 249 funds tracked by Wall St. Rank hold EWC as of Q1 2014.

  • Chesley Taft & Associates reported no remaining iShares MSCI Canada ETF position as of Q1 2014 after selling out during the quarter.
  • Chesley Taft & Associates sold 32,160 iShares MSCI Canada ETF shares in Q1 2014, an estimated $938K.
  • Chesley Taft & Associates first reported a position in iShares MSCI Canada ETF in Q2 2013 and held it in 3 quarters.
  • Chesley Taft & Associates's iShares MSCI Canada ETF position peaked at $938K in Q4 2013.
  • 249 funds tracked by Wall St. Rank held iShares MSCI Canada ETF as of Q1 2014.

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