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Coe Capital Management’s iShares MSCI Brazil ETF EWZ Stock Holding History

Coe Capital Management’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
2016
Q4 		– Sell
-20,000
Closed -$729K – 108
2016
Q3 		$729K Buy
+20,000
New +$662K 0.24% 137

Other funds holding EWZ

State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Coe Capital Management's EWZ Position: Q4 2016 in Review

Coe Capital Management sold out of iShares MSCI Brazil ETF (EWZ) in Q4 2016, closing a stake of 20,000 shares — an estimated $729K sold.

Coe Capital Management first reported a position in EWZ in Q3 2016 and held it in 1 quarter. The position peaked at $729K in Q3 2016. 225 funds tracked by Wall St. Rank hold EWZ as of Q4 2016.

  • Coe Capital Management reported no remaining iShares MSCI Brazil ETF position as of Q4 2016 after selling out during the quarter.
  • Coe Capital Management sold 20,000 iShares MSCI Brazil ETF shares in Q4 2016, an estimated $729K.
  • Coe Capital Management first reported a position in iShares MSCI Brazil ETF in Q3 2016 and held it in 1 quarter.
  • Coe Capital Management's iShares MSCI Brazil ETF position peaked at $729K in Q3 2016.
  • 225 funds tracked by Wall St. Rank held iShares MSCI Brazil ETF as of Q4 2016.

Based on Coe Capital Management's 13F filing for Q4 2016, filed 13 Feb 2017.