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Financial Partners Capital Management’s iShares MSCI Brazil ETF EWZ Stock Holding History

Financial Partners Capital Management’s Portfolio EWZ Stock Details EWZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-25,007
Closed -$1.01M – 86
2017
Q4 		$1.01M Buy
+25,007
New +$1.01M 0.19% 85

Other funds holding EWZ

PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PI
PineBridge Investments New York $11.9B AUM 23.42% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Financial Partners Capital Management's EWZ Position: Q1 2018 in Review

Financial Partners Capital Management sold out of iShares MSCI Brazil ETF (EWZ) in Q1 2018, closing a stake of 25,007 shares — an estimated $1.01M sold.

Financial Partners Capital Management first reported a position in EWZ in Q4 2017 and held it in 1 quarter. The position peaked at $1.01M in Q4 2017. 267 funds tracked by Wall St. Rank hold EWZ as of Q1 2018.

  • Financial Partners Capital Management reported no remaining iShares MSCI Brazil ETF position as of Q1 2018 after selling out during the quarter.
  • Financial Partners Capital Management sold 25,007 iShares MSCI Brazil ETF shares in Q1 2018, an estimated $1.01M.
  • Financial Partners Capital Management first reported a position in iShares MSCI Brazil ETF in Q4 2017 and held it in 1 quarter.
  • Financial Partners Capital Management's iShares MSCI Brazil ETF position peaked at $1.01M in Q4 2017.
  • 267 funds tracked by Wall St. Rank held iShares MSCI Brazil ETF as of Q1 2018.

Based on Financial Partners Capital Management's 13F filing for Q1 2018, filed 18 May 2018.