Edge Wealth Management’s iShares MSCI Brazil ETF EWZ Stock Holding History

Edge Wealth Management’s Portfolio EWZ Stock Details EWZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q1	–	Sell	-2,500	Closed	-$52K	–	468
2015 Q4	$52K	Buy	+2,500	New	+$58.2K	0.02%	182
2015 Q2	–	Sell	-305	Closed	-$10K	–	435
2015 Q1	$10K	Buy	+305	New	+$10.4K	﹤0.01%	302
2014 Q4	–	Sell	-5,000	Closed	-$218K	–	414
2014 Q3	$218K	Buy	+5,000	New	+$247K	0.08%	89

Other funds holding EWZ

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

State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

DCM

Discovery Capital Management South Norwalk, Connecticut $1.92B AUM 218.96% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

NWI Management New York $1.76B AUM 45.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Edge Wealth Management's EWZ Position: Q1 2016 in Review

Edge Wealth Management sold out of iShares MSCI Brazil ETF (EWZ) in Q1 2016, closing a stake of 2,500 shares — an estimated $52K sold.

Edge Wealth Management first reported a position in EWZ in Q3 2014 and held it in 3 quarters. The position peaked at $218K in Q3 2014. 204 funds tracked by Wall St. Rank hold EWZ as of Q1 2016.

Edge Wealth Management reported no remaining iShares MSCI Brazil ETF position as of Q1 2016 after selling out during the quarter.
Edge Wealth Management sold 2,500 iShares MSCI Brazil ETF shares in Q1 2016, an estimated $52K.
Edge Wealth Management first reported a position in iShares MSCI Brazil ETF in Q3 2014 and held it in 3 quarters.
Edge Wealth Management's iShares MSCI Brazil ETF position peaked at $218K in Q3 2014.
204 funds tracked by Wall St. Rank held iShares MSCI Brazil ETF as of Q1 2016.

Based on Edge Wealth Management's 13F filing for Q1 2016, filed 8 Apr 2016.