Congress Asset Management’s iShares MSCI Japan ETF EWJ Stock Holding History

Congress Asset Management’s Portfolio EWJ Stock Details EWJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-3,885	Closed	-$208K	–	386
2017 Q2	$208K	Sell	3,885 -5,302	-58%	-$280K	﹤0.01%	253
2017 Q1	$473K	Sell	9,187 -3,141	-25%	-$161K	0.01%	223
2016 Q4	$602K	Buy	12,328 +2,041	+20%	+$102K	0.01%	190
2016 Q3	$516K	Buy	10,287 +42	+0.4%	+$2.04K	0.01%	190
2016 Q2	$471K	Buy	+10,245	New	+$477K	0.01%	197
2016 Q1	–	Sell	-11,500	Closed	-$558K	–	226
2015 Q4	$558K	Buy	+11,500	New	+$564K	0.01%	196
2015 Q3	–	Sell	-29,986	Closed	-$1.54M	–	220
2015 Q2	$1.54M	Sell	29,986 -7,069	-19%	-$368K	0.04%	180
2015 Q1	$1.86M	Sell	37,055 -82	-0.2%	-$3.92K	0.04%	174
2014 Q4	$1.67M	Sell	37,137 -5,286	-12%	-$243K	0.04%	177
2014 Q3	$2M	Buy	42,423 +9,417	+29%	+$450K	0.05%	172
2014 Q2	$1.59M	Sell	33,006 -8,932	-21%	-$408K	0.04%	184
2014 Q1	$1.9M	Buy	+41,938	New	+$1.93M	0.05%	174

Other funds holding EWJ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

Congress Asset Management's EWJ Position: Q3 2017 in Review

Congress Asset Management sold out of iShares MSCI Japan ETF (EWJ) in Q3 2017, closing a stake of 3,885 shares — an estimated $208K sold.

Congress Asset Management first reported a position in EWJ in Q1 2014 and held it in 12 quarters. The position peaked at $2M in Q3 2014. 362 funds tracked by Wall St. Rank hold EWJ as of Q3 2017.

Congress Asset Management reported no remaining iShares MSCI Japan ETF position as of Q3 2017 after selling out during the quarter.
Congress Asset Management sold 3,885 iShares MSCI Japan ETF shares in Q3 2017, an estimated $208K.
Congress Asset Management first reported a position in iShares MSCI Japan ETF in Q1 2014 and held it in 12 quarters.
Congress Asset Management's iShares MSCI Japan ETF position peaked at $2M in Q3 2014.
362 funds tracked by Wall St. Rank held iShares MSCI Japan ETF as of Q3 2017.

Based on Congress Asset Management's 13F filing for Q3 2017, filed 17 Oct 2017.