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Cumberland Advisors’s iShares MSCI Chile ETF ECH Stock Holding History

Cumberland Advisors’s Portfolio ECH Stock Details ECH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-67,624
Closed -$2.53M – 70
2019
Q3 		$2.53M Sell
67,624
-1,760
-3% -$66.5K 0.72% 30
2019
Q2 		$2.84M Sell
69,384
-1,440
-2% -$59.6K 0.96% 28
2019
Q1 		$3.06M Buy
70,824
+3,990
+6% +$179K 1.06% 23
2018
Q4 		$2.77M Buy
66,834
+16,314
+32% +$700K 0.99% 23
2018
Q3 		$2.29M Sell
50,520
-1,520
-3% -$68.9K 1.53% 23
2018
Q2 		$2.4M Buy
52,040
+2,100
+4% +$108K 1.5% 23
2018
Q1 		$2.66M Sell
49,940
-3,000
-6% -$162K 1.63% 24
2017
Q4 		$2.76M Buy
52,940
+19,480
+58% +$956K 1.53% 25
2017
Q3 		$1.63M Sell
33,460
-3,330
-9% -$155K 1% 31
2017
Q2 		$1.53M Buy
36,790
+230
+0.6% +$9.98K 0.9% 27
2017
Q1 		$1.59M Sell
36,560
-2,260
-6% -$91.4K 1% 23
2016
Q4 		$1.45M Buy
+38,820
New +$1.48M 1.04% 25
2015
Q3 		– Sell
-50,370
Closed -$1.92M – 53
2015
Q2 		$1.92M Buy
+50,370
New +$2.09M 1.01% 24
2013
Q4 		– Sell
-69,730
Closed -$3.5M – 32
2013
Q3 		$3.5M Buy
+69,730
New +$3.5M 2.07% 14

Other funds holding ECH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $5.37B AUM 18.53% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $4.65B AUM 15.85% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $12.4B AUM 29.42% 1-Year Est. Return
BL
BCWM LLC Overland Park, Kansas $353M AUM 20.1% 1-Year Est. Return

Cumberland Advisors's ECH Position: Q4 2019 in Review

Cumberland Advisors sold out of iShares MSCI Chile ETF (ECH) in Q4 2019, closing a stake of 67,624 shares — an estimated $2.53M sold.

Cumberland Advisors first reported a position in ECH in Q3 2013 and held it in 14 quarters. The position peaked at $3.5M in Q3 2013. 76 funds tracked by Wall St. Rank hold ECH as of Q4 2019.

  • Cumberland Advisors reported no remaining iShares MSCI Chile ETF position as of Q4 2019 after selling out during the quarter.
  • Cumberland Advisors sold 67,624 iShares MSCI Chile ETF shares in Q4 2019, an estimated $2.53M.
  • Cumberland Advisors first reported a position in iShares MSCI Chile ETF in Q3 2013 and held it in 14 quarters.
  • Cumberland Advisors's iShares MSCI Chile ETF position peaked at $3.5M in Q3 2013.
  • 76 funds tracked by Wall St. Rank held iShares MSCI Chile ETF as of Q4 2019.

Based on Cumberland Advisors's 13F filing for Q4 2019, filed 16 Jan 2020.