CEMP
EWC icon

Compass Efficient Model Portfolios’s iShares MSCI Canada ETF EWC Stock Holding History

Compass Efficient Model Portfolios’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
2013
Q4 		– Sell
-28,784
Closed -$815K – 130
2013
Q3 		$815K Buy
+28,784
New +$797K 5.96% 4

Other funds holding EWC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
QI
Qualcomm Inc San Diego, California $32.1M AUM 5.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

Compass Efficient Model Portfolios's EWC Position: Q4 2013 in Review

Compass Efficient Model Portfolios sold out of iShares MSCI Canada ETF (EWC) in Q4 2013, closing a stake of 28,784 shares — an estimated $815K sold.

Compass Efficient Model Portfolios first reported a position in EWC in Q3 2013 and held it in 1 quarter. The position peaked at $815K in Q3 2013. 265 funds tracked by Wall St. Rank hold EWC as of Q4 2013.

  • Compass Efficient Model Portfolios reported no remaining iShares MSCI Canada ETF position as of Q4 2013 after selling out during the quarter.
  • Compass Efficient Model Portfolios sold 28,784 iShares MSCI Canada ETF shares in Q4 2013, an estimated $815K.
  • Compass Efficient Model Portfolios first reported a position in iShares MSCI Canada ETF in Q3 2013 and held it in 1 quarter.
  • Compass Efficient Model Portfolios's iShares MSCI Canada ETF position peaked at $815K in Q3 2013.
  • 265 funds tracked by Wall St. Rank held iShares MSCI Canada ETF as of Q4 2013.

Based on Compass Efficient Model Portfolios's 13F filing for Q4 2013, filed 20 Feb 2014.