Financial Partners Capital Management’s iShares MSCI Mexico ETF EWW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q3
Sell
-61,153
Closed -$3.08M 104
2016
Q2
$3.08M Sell
61,153
-2,425
-4% -$123K 0.82% 45
2016
Q1
$3.41M Sell
63,578
-7,000
-10% -$340K 0.85% 49
2015
Q4
$3.52M Buy
70,578
+1,150
+2% +$61.3K 0.84% 50
2015
Q3
$3.58M Buy
69,428
+1,530
+2% +$82.8K 0.9% 48
2015
Q2
$3.88M Buy
67,898
+6,039
+10% +$357K 0.95% 45
2015
Q1
$3.58M Buy
61,859
+31,145
+101% +$1.82M 0.9% 46
2014
Q4
$1.82M Sell
30,714
-5,400
-15% -$347K 0.5% 61
2014
Q3
$2.48M Buy
+36,114
New +$2.54M 0.71% 50

Other funds holding EWW

Financial Partners Capital Management's EWW Position: Q3 2016 in Review

Financial Partners Capital Management sold out of iShares MSCI Mexico ETF (EWW) in Q3 2016, closing a stake of 61,153 shares — an estimated $3.08M sold.

Financial Partners Capital Management first reported a position in EWW in Q3 2014 and held it in 8 quarters. The position peaked at $3.88M in Q2 2015. 152 funds tracked by Wall St. Rank hold EWW as of Q3 2016.

  • Financial Partners Capital Management reported no remaining iShares MSCI Mexico ETF position as of Q3 2016 after selling out during the quarter.
  • Financial Partners Capital Management sold 61,153 iShares MSCI Mexico ETF shares in Q3 2016, an estimated $3.08M.
  • Financial Partners Capital Management first reported a position in iShares MSCI Mexico ETF in Q3 2014 and held it in 8 quarters.
  • Financial Partners Capital Management's iShares MSCI Mexico ETF position peaked at $3.88M in Q2 2015.
  • 152 funds tracked by Wall St. Rank held iShares MSCI Mexico ETF as of Q3 2016.

Based on Financial Partners Capital Management's 13F filing for Q3 2016, filed 15 Nov 2016.