Gateway Advisory
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Gateway Advisory’s iShares MSCI New Zealand ETF ENZL Stock Holding History

Gateway Advisory’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
2017
Q4 		– Sell
-5,352
Closed -$252K – 96
2017
Q3 		$252K Hold
5,352
– – 0.08% 63
2017
Q2 		$248K Hold
5,352
– – 0.08% 72
2017
Q1 		$226K Buy
+5,352
New +$226K 0.07% 79
2014
Q1 		– Sell
-39,918
Closed -$1.49M – 42
2013
Q4 		$1.49M Buy
39,918
+62
+0.2% +$2.41K 0.82% 26
2013
Q3 		$1.53M Sell
39,856
-24,842
-38% -$886K 0.87% 23
2013
Q2 		$2.17M Buy
+64,698
New +$2.39M 1.3% 18

Other funds holding ENZL

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $47B AUM 34.17% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AFAM Capital
AFAM Capital Austin, Texas $718M AUM 12.09% 1-Year Est. Return
AMG National Trust Bank
AMG National Trust Bank Greenwood Village, Colorado $4.91B AUM 13.93% 1-Year Est. Return
Raymond James & Associates
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Weatherly Asset Management
Weatherly Asset Management Del Mar, California $1.42B AUM 33.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Gateway Advisory's ENZL Position: Q4 2017 in Review

Gateway Advisory sold out of iShares MSCI New Zealand ETF (ENZL) in Q4 2017, closing a stake of 5,352 shares — an estimated $252K sold.

Gateway Advisory first reported a position in ENZL in Q2 2013 and held it in 6 quarters. The position peaked at $2.17M in Q2 2013. 55 funds tracked by Wall St. Rank hold ENZL as of Q4 2017.

  • Gateway Advisory reported no remaining iShares MSCI New Zealand ETF position as of Q4 2017 after selling out during the quarter.
  • Gateway Advisory sold 5,352 iShares MSCI New Zealand ETF shares in Q4 2017, an estimated $252K.
  • Gateway Advisory first reported a position in iShares MSCI New Zealand ETF in Q2 2013 and held it in 6 quarters.
  • Gateway Advisory's iShares MSCI New Zealand ETF position peaked at $2.17M in Q2 2013.
  • 55 funds tracked by Wall St. Rank held iShares MSCI New Zealand ETF as of Q4 2017.

Based on Gateway Advisory's 13F filing for Q4 2017, filed 9 Feb 2018.