EFS
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Essex Financial Services’s iShares MSCI Singapore ETF EWS Stock Holding History

Essex Financial Services’s Portfolio EWS Stock Details EWS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-5,425
Closed -$139K – 266
2013
Q2 		$139K Buy
+5,425
New +$150K 0.05% 255

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Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
ALA
Atherton Lane Advisers Menlo Park, California $1.72B AUM 0.32% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return
Aviva
Aviva London, United Kingdom $67.9B AUM 39.2% 1-Year Est. Return

Essex Financial Services's EWS Position: Q3 2013 in Review

Essex Financial Services sold out of iShares MSCI Singapore ETF (EWS) in Q3 2013, closing a stake of 5,425 shares — an estimated $139K sold.

Essex Financial Services first reported a position in EWS in Q2 2013 and held it in 1 quarter. The position peaked at $139K in Q2 2013. 178 funds tracked by Wall St. Rank hold EWS as of Q3 2013.

  • Essex Financial Services reported no remaining iShares MSCI Singapore ETF position as of Q3 2013 after selling out during the quarter.
  • Essex Financial Services sold 5,425 iShares MSCI Singapore ETF shares in Q3 2013, an estimated $139K.
  • Essex Financial Services first reported a position in iShares MSCI Singapore ETF in Q2 2013 and held it in 1 quarter.
  • Essex Financial Services's iShares MSCI Singapore ETF position peaked at $139K in Q2 2013.
  • 178 funds tracked by Wall St. Rank held iShares MSCI Singapore ETF as of Q3 2013.

Based on Essex Financial Services's 13F filing for Q3 2013, filed 14 Nov 2013.