Cumberland Advisors’s iShares MSCI Japan Small-Cap ETF SCJ Stock Holding History

Cumberland Advisors’s Portfolio SCJ Stock Details SCJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-6,950	Closed	-$542K	–	87
2018 Q3	$542K	Buy	6,950 +220	+3%	+$16.8K	0.36%	35
2018 Q2	$525K	Buy	6,730 +320	+5%	+$25.9K	0.33%	34
2018 Q1	$525K	Sell	6,410 -40	-0.6%	-$3.25K	0.32%	35
2017 Q4	$515K	Sell	6,450 -590	-8%	-$45.6K	0.28%	39
2017 Q3	$522K	Sell	7,040 -80	-1%	-$5.75K	0.32%	37
2017 Q2	$497K	Hold	7,120	–	–	0.29%	37
2017 Q1	$472K	Sell	7,120 -2,260	-24%	-$147K	0.3%	32
2016 Q4	$578K	Buy	+9,380	New	+$595K	0.41%	33

Other funds holding SCJ

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

VIM

VCU Investment Management Richmond, Virginia $68.6M AUM

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Xponance Philadelphia, Pennsylvania $14.1B AUM 30.11% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

BFA

Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return

CRC

Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Cumberland Advisors's SCJ Position: Q4 2018 in Review

Cumberland Advisors sold out of iShares MSCI Japan Small-Cap ETF (SCJ) in Q4 2018, closing a stake of 6,950 shares — an estimated $542K sold.

Cumberland Advisors first reported a position in SCJ in Q4 2016 and held it in 8 quarters. The position peaked at $578K in Q4 2016. 40 funds tracked by Wall St. Rank hold SCJ as of Q4 2018.

Cumberland Advisors reported no remaining iShares MSCI Japan Small-Cap ETF position as of Q4 2018 after selling out during the quarter.
Cumberland Advisors sold 6,950 iShares MSCI Japan Small-Cap ETF shares in Q4 2018, an estimated $542K.
Cumberland Advisors first reported a position in iShares MSCI Japan Small-Cap ETF in Q4 2016 and held it in 8 quarters.
Cumberland Advisors's iShares MSCI Japan Small-Cap ETF position peaked at $578K in Q4 2016.
40 funds tracked by Wall St. Rank held iShares MSCI Japan Small-Cap ETF as of Q4 2018.

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