EWM
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Elite Wealth Management’s iShares MSCI Australia ETF EWA Stock Holding History

Elite Wealth Management’s Portfolio EWA Stock Details EWA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-750
Closed -$18K – 435
2013
Q4 		$18K Buy
+750
New +$19.2K 0.01% 286

Other funds holding EWA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return
Parallax Volatility Advisers
Parallax Volatility Advisers San Francisco, California $38.6B AUM 45.89% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $32.1B AUM 31.84% 1-Year Est. Return

Elite Wealth Management's EWA Position: Q1 2014 in Review

Elite Wealth Management sold out of iShares MSCI Australia ETF (EWA) in Q1 2014, closing a stake of 750 shares — an estimated $18K sold.

Elite Wealth Management first reported a position in EWA in Q4 2013 and held it in 1 quarter. The position peaked at $18K in Q4 2013. 178 funds tracked by Wall St. Rank hold EWA as of Q1 2014.

  • Elite Wealth Management reported no remaining iShares MSCI Australia ETF position as of Q1 2014 after selling out during the quarter.
  • Elite Wealth Management sold 750 iShares MSCI Australia ETF shares in Q1 2014, an estimated $18K.
  • Elite Wealth Management first reported a position in iShares MSCI Australia ETF in Q4 2013 and held it in 1 quarter.
  • Elite Wealth Management's iShares MSCI Australia ETF position peaked at $18K in Q4 2013.
  • 178 funds tracked by Wall St. Rank held iShares MSCI Australia ETF as of Q1 2014.

Based on Elite Wealth Management's 13F filing for Q1 2014, filed 23 Nov 2016.