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Cypress Wealth Services’s iShares MSCI Italy ETF EWI Stock Holding History

Cypress Wealth Services’s Portfolio EWI Stock Details EWI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-7,671
Closed -$222K – 232
2018
Q2 		$222K Buy
+7,671
New +$244K 0.08% 199

Other funds holding EWI

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Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
AII
AGF Investments Inc Toronto, Ontario, Canada $10.6B AUM 4.37% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cypress Wealth Services's EWI Position: Q3 2018 in Review

Cypress Wealth Services sold out of iShares MSCI Italy ETF (EWI) in Q3 2018, closing a stake of 7,671 shares — an estimated $222K sold.

Cypress Wealth Services first reported a position in EWI in Q2 2018 and held it in 1 quarter. The position peaked at $222K in Q2 2018. 78 funds tracked by Wall St. Rank hold EWI as of Q3 2018.

  • Cypress Wealth Services reported no remaining iShares MSCI Italy ETF position as of Q3 2018 after selling out during the quarter.
  • Cypress Wealth Services sold 7,671 iShares MSCI Italy ETF shares in Q3 2018, an estimated $222K.
  • Cypress Wealth Services first reported a position in iShares MSCI Italy ETF in Q2 2018 and held it in 1 quarter.
  • Cypress Wealth Services's iShares MSCI Italy ETF position peaked at $222K in Q2 2018.
  • 78 funds tracked by Wall St. Rank held iShares MSCI Italy ETF as of Q3 2018.

Based on Cypress Wealth Services's 13F filing for Q3 2018, filed 19 Oct 2018.