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Excalibur Management’s iShares MSCI Germany ETF EWG Stock Holding History

Excalibur Management’s Portfolio EWG Stock Details EWG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-8,120
Closed -$213K – 73
2016
Q3 		$213K Sell
8,120
-937
-10% -$24K 0.2% 64
2016
Q2 		$218K Hold
9,057
– – 0.19% 65
2016
Q1 		$233K Hold
9,057
– – 0.21% 64
2015
Q4 		$237K Buy
+9,057
New +$240K 0.22% 63

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TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return
AII
AGF Investments Inc Toronto, Ontario, Canada $10.6B AUM 4.37% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Excalibur Management's EWG Position: Q4 2016 in Review

Excalibur Management sold out of iShares MSCI Germany ETF (EWG) in Q4 2016, closing a stake of 8,120 shares — an estimated $213K sold.

Excalibur Management first reported a position in EWG in Q4 2015 and held it in 4 quarters. The position peaked at $237K in Q4 2015. 182 funds tracked by Wall St. Rank hold EWG as of Q4 2016.

  • Excalibur Management reported no remaining iShares MSCI Germany ETF position as of Q4 2016 after selling out during the quarter.
  • Excalibur Management sold 8,120 iShares MSCI Germany ETF shares in Q4 2016, an estimated $213K.
  • Excalibur Management first reported a position in iShares MSCI Germany ETF in Q4 2015 and held it in 4 quarters.
  • Excalibur Management's iShares MSCI Germany ETF position peaked at $237K in Q4 2015.
  • 182 funds tracked by Wall St. Rank held iShares MSCI Germany ETF as of Q4 2016.

Based on Excalibur Management's 13F filing for Q4 2016, filed 25 Jan 2017.