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Founders Financial Securities’s iShares MSCI Sweden ETF EWD Stock Holding History

Founders Financial Securities’s Portfolio EWD Stock Details EWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-6,986
Closed -$246K – 76
2014
Q2 		$246K Buy
+6,986
New +$255K 0.17% 56
2014
Q1 		– Sell
-7,359
Closed -$264K – 70
2013
Q4 		$264K Buy
+7,359
New +$251K 0.22% 55

Other funds holding EWD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
RCYC
Richard C. Young & Co Newport, Rhode Island $1.36B AUM 66.41% 1-Year Est. Return
Managed Account Advisors
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.3% 1-Year Est. Return
AGA
Accuvest Global Advisors Provo, Utah $116M AUM 2.72% 1-Year Est. Return
WOA
Water Oak Advisors Winter Park, Florida $155M AUM 6.37% 1-Year Est. Return
State of Michigan Retirement System
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return
Xponance
Xponance Philadelphia, Pennsylvania $16.3B AUM 44.61% 1-Year Est. Return
GH
GAM Holding Zurich, Switzerland $1.31B AUM 35.17% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Founders Financial Securities's EWD Position: Q3 2014 in Review

Founders Financial Securities sold out of iShares MSCI Sweden ETF (EWD) in Q3 2014, closing a stake of 6,986 shares — an estimated $246K sold.

Founders Financial Securities first reported a position in EWD in Q4 2013 and held it in 2 quarters. The position peaked at $264K in Q4 2013. 67 funds tracked by Wall St. Rank hold EWD as of Q3 2014.

  • Founders Financial Securities reported no remaining iShares MSCI Sweden ETF position as of Q3 2014 after selling out during the quarter.
  • Founders Financial Securities sold 6,986 iShares MSCI Sweden ETF shares in Q3 2014, an estimated $246K.
  • Founders Financial Securities first reported a position in iShares MSCI Sweden ETF in Q4 2013 and held it in 2 quarters.
  • Founders Financial Securities's iShares MSCI Sweden ETF position peaked at $264K in Q4 2013.
  • 67 funds tracked by Wall St. Rank held iShares MSCI Sweden ETF as of Q3 2014.

Based on Founders Financial Securities's 13F filing for Q3 2014, filed 24 Oct 2014.