Choate Investment Advisors
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Choate Investment Advisors’s iShares MSCI Italy ETF EWI Stock Holding History

Choate Investment Advisors’s Portfolio EWI Stock Details EWI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-6,353
Closed -$225K – 307
2014
Q1 		$225K Sell
6,353
-6,590
-51% -$216K 0.01% 255
2013
Q4 		$404K Buy
+12,943
New +$393K 0.03% 196

Other funds holding EWI

Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AGF Investments Inc
AGF Investments Inc Toronto, Ontario, Canada $10.6B AUM 4.37% 1-Year Est. Return
Guggenheim Capital
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
UBS
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Choate Investment Advisors's EWI Position: Q2 2014 in Review

Choate Investment Advisors sold out of iShares MSCI Italy ETF (EWI) in Q2 2014, closing a stake of 6,353 shares — an estimated $225K sold.

Choate Investment Advisors first reported a position in EWI in Q4 2013 and held it in 2 quarters. The position peaked at $404K in Q4 2013. 116 funds tracked by Wall St. Rank hold EWI as of Q2 2014.

  • Choate Investment Advisors reported no remaining iShares MSCI Italy ETF position as of Q2 2014 after selling out during the quarter.
  • Choate Investment Advisors sold 6,353 iShares MSCI Italy ETF shares in Q2 2014, an estimated $225K.
  • Choate Investment Advisors first reported a position in iShares MSCI Italy ETF in Q4 2013 and held it in 2 quarters.
  • Choate Investment Advisors's iShares MSCI Italy ETF position peaked at $404K in Q4 2013.
  • 116 funds tracked by Wall St. Rank held iShares MSCI Italy ETF as of Q2 2014.

Based on Choate Investment Advisors's 13F filing for Q2 2014, filed 14 Aug 2014.