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Chicago Partners Investment Group’s iShares MSCI Australia ETF EWA Stock Holding History

Chicago Partners Investment Group’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
2016
Q4 		– Sell
-2
Closed – – 544
2016
Q3 		$0 Hold
2
– – ﹤0.01% 498
2016
Q2 		$0 Sell
2
-154
-99% -$3K ﹤0.01% 450
2016
Q1 		$3K Hold
156
– – ﹤0.01% 403
2015
Q4 		$3K Buy
156
+4
+3% +$76 ﹤0.01% 465
2015
Q3 		$3K Buy
+152
New +$2.98K ﹤0.01% 404

Other funds holding EWA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Parallax Volatility Advisers
Parallax Volatility Advisers San Francisco, California $38.6B AUM 45.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Chicago Partners Investment Group's EWA Position: Q4 2016 in Review

Chicago Partners Investment Group sold out of iShares MSCI Australia ETF (EWA) in Q4 2016, closing a stake of 2 shares.

Chicago Partners Investment Group first reported a position in EWA in Q3 2015 and held it in 5 quarters. The position peaked at $3K in Q1 2016. 179 funds tracked by Wall St. Rank hold EWA as of Q4 2016.

  • Chicago Partners Investment Group reported no remaining iShares MSCI Australia ETF position as of Q4 2016 after selling out during the quarter.
  • Chicago Partners Investment Group sold 2 iShares MSCI Australia ETF shares in Q4 2016.
  • Chicago Partners Investment Group first reported a position in iShares MSCI Australia ETF in Q3 2015 and held it in 5 quarters.
  • Chicago Partners Investment Group's iShares MSCI Australia ETF position peaked at $3K in Q1 2016.
  • 179 funds tracked by Wall St. Rank held iShares MSCI Australia ETF as of Q4 2016.

Based on Chicago Partners Investment Group's 13F filing for Q4 2016, filed 10 Feb 2017.