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Clear Perspective Advisors’s iShares MSCI Canada ETF EWC Stock Holding History

Clear Perspective Advisors’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
2017
Q4 		– Sell
-5,000
Closed -$145K – 471
2017
Q3 		$145K Hold
5,000
– – 0.12% 154
2017
Q2 		$134K Buy
+5,000
New +$132K 0.11% 150

Other funds holding EWC

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 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
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Clear Perspective Advisors's EWC Position: Q4 2017 in Review

Clear Perspective Advisors sold out of iShares MSCI Canada ETF (EWC) in Q4 2017, closing a stake of 5,000 shares — an estimated $145K sold.

Clear Perspective Advisors first reported a position in EWC in Q2 2017 and held it in 2 quarters. The position peaked at $145K in Q3 2017. 248 funds tracked by Wall St. Rank hold EWC as of Q4 2017.

  • Clear Perspective Advisors reported no remaining iShares MSCI Canada ETF position as of Q4 2017 after selling out during the quarter.
  • Clear Perspective Advisors sold 5,000 iShares MSCI Canada ETF shares in Q4 2017, an estimated $145K.
  • Clear Perspective Advisors first reported a position in iShares MSCI Canada ETF in Q2 2017 and held it in 2 quarters.
  • Clear Perspective Advisors's iShares MSCI Canada ETF position peaked at $145K in Q3 2017.
  • 248 funds tracked by Wall St. Rank held iShares MSCI Canada ETF as of Q4 2017.

Based on Clear Perspective Advisors's 13F filing for Q4 2017, filed 1 Feb 2018.