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Cumberland Advisors’s iShares MSCI Australia ETF EWA Stock Holding History

Cumberland Advisors’s Portfolio EWA Stock Details EWA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-139,390
Closed -$3.08M – 77
2018
Q3 		$3.08M Sell
139,390
-5,060
-4% -$114K 2.06% 21
2018
Q2 		$3.27M Buy
144,450
+5,700
+4% +$128K 2.04% 20
2018
Q1 		$3.06M Sell
138,750
-8,500
-6% -$196K 1.87% 23
2017
Q4 		$3.41M Buy
147,250
+25,610
+21% +$585K 1.89% 24
2017
Q3 		$2.73M Sell
121,640
-13,980
-10% -$314K 1.67% 24
2017
Q2 		$2.94M Buy
135,620
+620
+0.5% +$13.6K 1.73% 21
2017
Q1 		$3.05M Sell
135,000
-990
-0.7% -$21.6K 1.91% 20
2016
Q4 		$2.75M Sell
135,990
-13,900
-9% -$286K 1.96% 19
2016
Q3 		$3.13M Sell
149,890
-2,600
-2% -$53.1K 1.75% 20
2016
Q2 		$2.97M Sell
152,490
-1,910
-1% -$37.3K 1.83% 18
2016
Q1 		$2.98M Buy
+154,400
New +$2.78M 2.05% 18
2014
Q4 		– Sell
-3,520
Closed -$84K – 70
2014
Q3 		$84K Buy
+3,520
New +$92.7K 0.06% 40
2013
Q4 		– Sell
-69,140
Closed -$1.75M – 34
2013
Q3 		$1.75M Buy
+69,140
New +$1.66M 1.03% 29

Other funds holding EWA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
NAM
NorthCoast Asset Management Greenwich, Connecticut $2.74B AUM 25.44% 1-Year Est. Return
GB
Gunma Bank Gunma, Japan $319M AUM 1.17% 1-Year Est. Return

Cumberland Advisors's EWA Position: Q4 2018 in Review

Cumberland Advisors sold out of iShares MSCI Australia ETF (EWA) in Q4 2018, closing a stake of 139,390 shares — an estimated $3.08M sold.

Cumberland Advisors first reported a position in EWA in Q3 2013 and held it in 13 quarters. The position peaked at $3.41M in Q4 2017. 170 funds tracked by Wall St. Rank hold EWA as of Q4 2018.

  • Cumberland Advisors reported no remaining iShares MSCI Australia ETF position as of Q4 2018 after selling out during the quarter.
  • Cumberland Advisors sold 139,390 iShares MSCI Australia ETF shares in Q4 2018, an estimated $3.08M.
  • Cumberland Advisors first reported a position in iShares MSCI Australia ETF in Q3 2013 and held it in 13 quarters.
  • Cumberland Advisors's iShares MSCI Australia ETF position peaked at $3.41M in Q4 2017.
  • 170 funds tracked by Wall St. Rank held iShares MSCI Australia ETF as of Q4 2018.

Based on Cumberland Advisors's 13F filing for Q4 2018, filed 8 Jan 2019.