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D.A. Davidson & Co’s iShares MSCI Sweden ETF EWD Stock Holding History

D.A. Davidson & Co’s Portfolio EWD Stock Details EWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-61
Closed -$1K – 2375
2016
Q4 		$1K Hold
61
– – ﹤0.01% 2393
2016
Q3 		$1K Hold
61
– – ﹤0.01% 2332
2016
Q2 		$1K Buy
61
+52
+578% +$1.52K ﹤0.01% 2281
2016
Q1 		$0 Sell
9
-3,810
-100% -$106K ﹤0.01% 2267
2015
Q4 		$111K Sell
3,819
-500
-12% -$14.9K ﹤0.01% 1076
2015
Q3 		$125K Buy
4,319
+4,008
+1,289% +$124K ﹤0.01% 1005
2015
Q2 		$9K Sell
311
-689
-69% -$23.5K ﹤0.01% 1888
2015
Q1 		$33K Hold
1,000
– – ﹤0.01% 1557
2014
Q4 		$31K Sell
1,000
-161
-14% -$5.21K ﹤0.01% 1573
2014
Q3 		$38K Sell
1,161
-36,137
-97% -$1.23M ﹤0.01% 1515
2014
Q2 		$1.31M Buy
37,298
+10
+0% +$365 0.04% 363
2014
Q1 		$1.36M Buy
37,288
+1,080
+3% +$38.4K 0.05% 329
2013
Q4 		$1.3M Sell
36,208
-1,026
-3% -$35K 0.05% 328
2013
Q3 		$1.27M Sell
37,234
-75
-0.2% -$2.48K 0.06% 293
2013
Q2 		$1.11M Buy
+37,309
New +$1.21M 0.05% 305

Other funds holding EWD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WOA
Water Oak Advisors Winter Park, Florida $155M AUM 6.37% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
VSWA
Vontobel Swiss Wealth Advisors Zurich, Switzerland $195M AUM 43.77% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MLM
Mount Lucas Management Newtown, Pennsylvania $271M AUM 25.49% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $5.37B AUM 18.53% 1-Year Est. Return

D.A. Davidson & Co's EWD Position: Q1 2017 in Review

D.A. Davidson & Co sold out of iShares MSCI Sweden ETF (EWD) in Q1 2017, closing a stake of 61 shares — an estimated $1K sold.

D.A. Davidson & Co first reported a position in EWD in Q2 2013 and held it in 15 quarters. The position peaked at $1.36M in Q1 2014. 63 funds tracked by Wall St. Rank hold EWD as of Q1 2017.

  • D.A. Davidson & Co reported no remaining iShares MSCI Sweden ETF position as of Q1 2017 after selling out during the quarter.
  • D.A. Davidson & Co sold 61 iShares MSCI Sweden ETF shares in Q1 2017, an estimated $1K.
  • D.A. Davidson & Co first reported a position in iShares MSCI Sweden ETF in Q2 2013 and held it in 15 quarters.
  • D.A. Davidson & Co's iShares MSCI Sweden ETF position peaked at $1.36M in Q1 2014.
  • 63 funds tracked by Wall St. Rank held iShares MSCI Sweden ETF as of Q1 2017.

Based on D.A. Davidson & Co's 13F filing for Q1 2017, filed 12 May 2017.