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Echo Point Investment Management’s iShares MSCI Taiwan ETF EWT Stock Holding History

Echo Point Investment Management’s Portfolio EWT Stock Details EWT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		$5.55M Sell
199,238
-34,205
-15% -$935K 21.25% 2
2013
Q2 		$6.21M Buy
+233,443
New +$6.34M 22.17% 2

Other funds holding EWT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
RCG
Rock Creek Group Washington, District of Columbia $988M AUM 8.89% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
GI
Glovista Investments Jersey City, New Jersey $215M AUM 10.51% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Echo Point Investment Management's EWT Position: Q3 2013 in Review

Echo Point Investment Management reduced its iShares MSCI Taiwan ETF (EWT) stake by 15% in Q3 2013, selling an estimated $935K and leaving 199,238 shares worth $5.55M. The position accounts for 21.25% of the portfolio, ranked #2.

Echo Point Investment Management first reported a position in EWT in Q2 2013 and has held it in 2 quarters since. The position peaked at $6.21M in Q2 2013. 183 funds tracked by Wall St. Rank hold EWT as of Q3 2013.

  • Echo Point Investment Management held 199,238 shares of iShares MSCI Taiwan ETF worth $5.55M as of Q3 2013.
  • Echo Point Investment Management sold 34,205 iShares MSCI Taiwan ETF shares in Q3 2013, an estimated $935K.
  • iShares MSCI Taiwan ETF made up 21.25% of Echo Point Investment Management's portfolio in Q3 2013, its #2 holding.
  • Echo Point Investment Management first reported a position in iShares MSCI Taiwan ETF in Q2 2013 and has held it in 2 quarters since.
  • Echo Point Investment Management's iShares MSCI Taiwan ETF position peaked at $6.21M in Q2 2013.
  • 183 funds tracked by Wall St. Rank held iShares MSCI Taiwan ETF as of Q3 2013.

Based on Echo Point Investment Management's 13F filing for Q3 2013, filed 5 Nov 2013.