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Elite Wealth Management’s iShares MSCI Taiwan ETF EWT Stock Holding History

Elite Wealth 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
Q4 		– Sell
-195
Closed -$5K – 883
2013
Q3 		$5K Hold
195
– – ﹤0.01% 350
2013
Q2 		$5K Buy
+195
New +$5.29K 0.01% 248

Other funds holding EWT

State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
GI
Glovista Investments Jersey City, New Jersey $215M AUM 10.51% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Elite Wealth Management's EWT Position: Q4 2013 in Review

Elite Wealth Management sold out of iShares MSCI Taiwan ETF (EWT) in Q4 2013, closing a stake of 195 shares — an estimated $5K sold.

Elite Wealth Management first reported a position in EWT in Q2 2013 and held it in 2 quarters. The position peaked at $5K in Q3 2013. 190 funds tracked by Wall St. Rank hold EWT as of Q4 2013.

  • Elite Wealth Management reported no remaining iShares MSCI Taiwan ETF position as of Q4 2013 after selling out during the quarter.
  • Elite Wealth Management sold 195 iShares MSCI Taiwan ETF shares in Q4 2013, an estimated $5K.
  • Elite Wealth Management first reported a position in iShares MSCI Taiwan ETF in Q2 2013 and held it in 2 quarters.
  • Elite Wealth Management's iShares MSCI Taiwan ETF position peaked at $5K in Q3 2013.
  • 190 funds tracked by Wall St. Rank held iShares MSCI Taiwan ETF as of Q4 2013.

Based on Elite Wealth Management's 13F filing for Q4 2013, filed 23 Nov 2016.