First Allied Advisory Services’s iShares MSCI New Zealand ETF ENZL Stock Holding History

First Allied Advisory Services’s Portfolio ENZL Stock Details ENZL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-99	Closed	-$5K	–	1271
2019 Q3	$5K	Buy	+99	New	+$5.28K	﹤0.01%	1566
2018 Q1	–	Sell	-1,885	Closed	-$89K	–	1225
2017 Q4	$89K	Buy	+1,885	New	+$87.2K	﹤0.01%	1220

Other funds holding ENZL

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CPA

Capital Planning Advisors Roseville, California $692M AUM 21.81% 1-Year Est. Return

MAM

Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Innealta Capital Austin, Texas $161M AUM 23.8% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

MGWM

Marks Group Wealth Management Minnetonka, Minnesota $1.04B AUM 8.96% 1-Year Est. Return

First Allied Advisory Services's ENZL Position: Q4 2019 in Review

First Allied Advisory Services sold out of iShares MSCI New Zealand ETF (ENZL) in Q4 2019, closing a stake of 99 shares — an estimated $5K sold.

First Allied Advisory Services first reported a position in ENZL in Q4 2017 and held it in 2 quarters. The position peaked at $89K in Q4 2017. 63 funds tracked by Wall St. Rank hold ENZL as of Q4 2019.

First Allied Advisory Services reported no remaining iShares MSCI New Zealand ETF position as of Q4 2019 after selling out during the quarter.
First Allied Advisory Services sold 99 iShares MSCI New Zealand ETF shares in Q4 2019, an estimated $5K.
First Allied Advisory Services first reported a position in iShares MSCI New Zealand ETF in Q4 2017 and held it in 2 quarters.
First Allied Advisory Services's iShares MSCI New Zealand ETF position peaked at $89K in Q4 2017.
63 funds tracked by Wall St. Rank held iShares MSCI New Zealand ETF as of Q4 2019.

Based on First Allied Advisory Services's 13F filing for Q4 2019, filed 10 Feb 2020.