CT Financial Advisors’s iShares MSCI Canada ETF EWC Stock Holding History

CT Financial Advisors’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
2017 Q1	$148K	Hold	5,504	–	–	0.09%	172
2016 Q4	$144K	Buy	5,504 +48	+0.9%	+$1.24K	0.09%	168
2016 Q3	$140K	Hold	5,456	–	–	0.09%	171
2016 Q2	$134K	Sell	5,456 -1,068	-16%	-$26.2K	0.08%	176
2016 Q1	$155K	Sell	6,524 -1,837	-22%	-$39.4K	0.09%	173
2015 Q4	$180K	Buy	8,361 +99	+1%	+$2.3K	0.1%	160
2015 Q3	$190K	Buy	8,262 +60	+0.7%	+$1.48K	0.12%	144
2015 Q2	$219K	Hold	8,202	–	–	0.12%	142
2015 Q1	$223K	Sell	8,202 -365	-4%	-$10K	0.12%	142
2014 Q4	$247K	Buy	+8,567	New	+$252K	0.19%	96
2014 Q1	$223K	Buy	+8,202	New	+$236K	0.12%	142

Other funds holding EWC

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

ZIG

Zurich Insurance Group Zurich, Switzerland $12.7B AUM 53.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Asset Management One Tokyo, Japan $33.9B AUM 25.88% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

CT Financial Advisors's EWC Position: Q1 2017 in Review

CT Financial Advisors held its iShares MSCI Canada ETF (EWC) position steady in Q1 2017 at 5,504 shares worth $148K. The position accounts for 0.09% of the portfolio, ranked #172.

CT Financial Advisors first reported a position in EWC in Q1 2014 and has held it in 11 quarters since. The position peaked at $247K in Q4 2014. 245 funds tracked by Wall St. Rank hold EWC as of Q1 2017.

CT Financial Advisors held 5,504 shares of iShares MSCI Canada ETF worth $148K as of Q1 2017.
CT Financial Advisors left its iShares MSCI Canada ETF share count unchanged in Q1 2017.
iShares MSCI Canada ETF made up 0.09% of CT Financial Advisors's portfolio in Q1 2017, its #172 holding.
CT Financial Advisors first reported a position in iShares MSCI Canada ETF in Q1 2014 and has held it in 11 quarters since.
CT Financial Advisors's iShares MSCI Canada ETF position peaked at $247K in Q4 2014.
245 funds tracked by Wall St. Rank held iShares MSCI Canada ETF as of Q1 2017.

Based on CT Financial Advisors's 13F filing for Q1 2017, filed 7 Apr 2017.