Cobiz Wealth’s iShares MSCI Brazil ETF EWZ Stock Holding History

Cobiz Wealth’s Portfolio EWZ Stock Details EWZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2013 Q3	–	Sell	-1,200	Closed	-$53K	–	195
2013 Q2	$53K	Buy	+1,200	New	+$62.3K	0.01%	172

Other funds holding EWZ

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

DCM

Discovery Capital Management South Norwalk, Connecticut $1.92B AUM 218.96% 1-Year Est. Return

State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Cobiz Wealth's EWZ Position: Q3 2013 in Review

Cobiz Wealth sold out of iShares MSCI Brazil ETF (EWZ) in Q3 2013, closing a stake of 1,200 shares — an estimated $53K sold.

Cobiz Wealth first reported a position in EWZ in Q2 2013 and held it in 1 quarter. The position peaked at $53K in Q2 2013. 289 funds tracked by Wall St. Rank hold EWZ as of Q3 2013.

Cobiz Wealth reported no remaining iShares MSCI Brazil ETF position as of Q3 2013 after selling out during the quarter.
Cobiz Wealth sold 1,200 iShares MSCI Brazil ETF shares in Q3 2013, an estimated $53K.
Cobiz Wealth first reported a position in iShares MSCI Brazil ETF in Q2 2013 and held it in 1 quarter.
Cobiz Wealth's iShares MSCI Brazil ETF position peaked at $53K in Q2 2013.
289 funds tracked by Wall St. Rank held iShares MSCI Brazil ETF as of Q3 2013.

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