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Cobiz Wealth’s iShares MSCI All Country Asia ex Japan ETF AAXJ Stock Holding History

Cobiz Wealth’s Portfolio AAXJ Stock Details AAXJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-553
Closed -$30K – 122
2013
Q2 		$30K Buy
+553
New +$32.2K 0.01% 204

Other funds holding AAXJ

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
MB
Mizuho Bank Tokyo, Japan $369M AUM 53.09% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cobiz Wealth's AAXJ Position: Q3 2013 in Review

Cobiz Wealth sold out of iShares MSCI All Country Asia ex Japan ETF (AAXJ) in Q3 2013, closing a stake of 553 shares — an estimated $30K sold.

Cobiz Wealth first reported a position in AAXJ in Q2 2013 and held it in 1 quarter. The position peaked at $30K in Q2 2013. 125 funds tracked by Wall St. Rank hold AAXJ as of Q3 2013.

  • Cobiz Wealth reported no remaining iShares MSCI All Country Asia ex Japan ETF position as of Q3 2013 after selling out during the quarter.
  • Cobiz Wealth sold 553 iShares MSCI All Country Asia ex Japan ETF shares in Q3 2013, an estimated $30K.
  • Cobiz Wealth first reported a position in iShares MSCI All Country Asia ex Japan ETF in Q2 2013 and held it in 1 quarter.
  • Cobiz Wealth's iShares MSCI All Country Asia ex Japan ETF position peaked at $30K in Q2 2013.
  • 125 funds tracked by Wall St. Rank held iShares MSCI All Country Asia ex Japan ETF as of Q3 2013.

Based on Cobiz Wealth's 13F filing for Q3 2013, filed 6 Nov 2013.