CWM
EZA icon

Concert Wealth Management’s iShares MSCI South Africa ETF EZA Stock Holding History

Concert Wealth Management’s Portfolio EZA Stock Details EZA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-346
Closed -$20K – 611
2016
Q3 		$20K Buy
+346
New +$19.4K ﹤0.01% 905

Other funds holding EZA

State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return
GI
Glovista Investments Jersey City, New Jersey $215M AUM 10.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
6CM
683 Capital Management New York $1.92B AUM 85.52% 1-Year Est. Return
Squarepoint
Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return
CC
Chanos & Company New York $318M AUM 4.62% 1-Year Est. Return

Concert Wealth Management's EZA Position: Q4 2016 in Review

Concert Wealth Management sold out of iShares MSCI South Africa ETF (EZA) in Q4 2016, closing a stake of 346 shares — an estimated $20K sold.

Concert Wealth Management first reported a position in EZA in Q3 2016 and held it in 1 quarter. The position peaked at $20K in Q3 2016. 88 funds tracked by Wall St. Rank hold EZA as of Q4 2016.

  • Concert Wealth Management reported no remaining iShares MSCI South Africa ETF position as of Q4 2016 after selling out during the quarter.
  • Concert Wealth Management sold 346 iShares MSCI South Africa ETF shares in Q4 2016, an estimated $20K.
  • Concert Wealth Management first reported a position in iShares MSCI South Africa ETF in Q3 2016 and held it in 1 quarter.
  • Concert Wealth Management's iShares MSCI South Africa ETF position peaked at $20K in Q3 2016.
  • 88 funds tracked by Wall St. Rank held iShares MSCI South Africa ETF as of Q4 2016.

Based on Concert Wealth Management's 13F filing for Q4 2016, filed 10 Feb 2017.