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Cornerstone Wealth Management’s iShares MSCI New Zealand ETF ENZL Stock Holding History

Cornerstone Wealth Management’s Portfolio ENZL Stock Details ENZL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-5,216
Closed -$222K – 387
2017
Q1 		$222K Buy
+5,216
New +$220K 0.05% 310

Other funds holding ENZL

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Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.88B AUM 24.08% 1-Year Est. Return
AC
AFAM Capital Austin, Texas $718M AUM 12.09% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cornerstone Wealth Management's ENZL Position: Q2 2017 in Review

Cornerstone Wealth Management sold out of iShares MSCI New Zealand ETF (ENZL) in Q2 2017, closing a stake of 5,216 shares — an estimated $222K sold.

Cornerstone Wealth Management first reported a position in ENZL in Q1 2017 and held it in 1 quarter. The position peaked at $222K in Q1 2017. 57 funds tracked by Wall St. Rank hold ENZL as of Q2 2017.

  • Cornerstone Wealth Management reported no remaining iShares MSCI New Zealand ETF position as of Q2 2017 after selling out during the quarter.
  • Cornerstone Wealth Management sold 5,216 iShares MSCI New Zealand ETF shares in Q2 2017, an estimated $222K.
  • Cornerstone Wealth Management first reported a position in iShares MSCI New Zealand ETF in Q1 2017 and held it in 1 quarter.
  • Cornerstone Wealth Management's iShares MSCI New Zealand ETF position peaked at $222K in Q1 2017.
  • 57 funds tracked by Wall St. Rank held iShares MSCI New Zealand ETF as of Q2 2017.

Based on Cornerstone Wealth Management's 13F filing for Q2 2017, filed 11 Aug 2017.