Excalibur Management’s iShares MSCI Japan ETF EWJ Stock Holding History

Excalibur Management’s Portfolio EWJ Stock Details EWJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-2,525	Closed	-$127K	–	74
2016 Q3	$127K	Sell	2,525 -2,541	-50%	-$124K	0.12%	68
2016 Q2	$233K	Hold	5,066	–	–	0.2%	62
2016 Q1	$231K	Hold	5,066	–	–	0.21%	65
2015 Q4	$246K	Buy	+5,066	New	+$249K	0.23%	62

Other funds holding EWJ

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BOTOTLSJU

Board of Trustees of The Leland Stanford Junior University Redwood City, California $849M AUM 55.45% 1-Year Est. Return

Excalibur Management's EWJ Position: Q4 2016 in Review

Excalibur Management sold out of iShares MSCI Japan ETF (EWJ) in Q4 2016, closing a stake of 2,525 shares — an estimated $127K sold.

Excalibur Management first reported a position in EWJ in Q4 2015 and held it in 4 quarters. The position peaked at $246K in Q4 2015. 342 funds tracked by Wall St. Rank hold EWJ as of Q4 2016.

Excalibur Management reported no remaining iShares MSCI Japan ETF position as of Q4 2016 after selling out during the quarter.
Excalibur Management sold 2,525 iShares MSCI Japan ETF shares in Q4 2016, an estimated $127K.
Excalibur Management first reported a position in iShares MSCI Japan ETF in Q4 2015 and held it in 4 quarters.
Excalibur Management's iShares MSCI Japan ETF position peaked at $246K in Q4 2015.
342 funds tracked by Wall St. Rank held iShares MSCI Japan ETF as of Q4 2016.

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