Genovese Burford & Brothers Wealth & Retirement Plan Management’s iShares MSCI Canada ETF EWC Stock Holding History

Genovese Burford & Brothers Wealth & Retirement Plan Management’s Portfolio EWC Stock Details EWC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-500	Closed	-$14K	–	395
2017 Q1	$14K	Buy	500 +420	+525%	+$11.3K	0.01%	268
2016 Q4	$3K	Hold	80	–	–	﹤0.01%	422
2016 Q3	$2K	Hold	80	–	–	﹤0.01%	388
2016 Q2	$1K	Hold	80	–	–	﹤0.01%	388
2016 Q1	$1K	Hold	80	–	–	﹤0.01%	368
2015 Q4	$2K	Buy	+80	New	+$1.86K	﹤0.01%	339

Other funds holding EWC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Genovese Burford & Brothers Wealth & Retirement Plan Management's EWC Position: Q2 2017 in Review

Genovese Burford & Brothers Wealth & Retirement Plan Management sold out of iShares MSCI Canada ETF (EWC) in Q2 2017, closing a stake of 500 shares — an estimated $14K sold.

Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in EWC in Q4 2015 and held it in 6 quarters. The position peaked at $14K in Q1 2017. 219 funds tracked by Wall St. Rank hold EWC as of Q2 2017.

Genovese Burford & Brothers Wealth & Retirement Plan Management reported no remaining iShares MSCI Canada ETF position as of Q2 2017 after selling out during the quarter.
Genovese Burford & Brothers Wealth & Retirement Plan Management sold 500 iShares MSCI Canada ETF shares in Q2 2017, an estimated $14K.
Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in iShares MSCI Canada ETF in Q4 2015 and held it in 6 quarters.
Genovese Burford & Brothers Wealth & Retirement Plan Management's iShares MSCI Canada ETF position peaked at $14K in Q1 2017.
219 funds tracked by Wall St. Rank held iShares MSCI Canada ETF as of Q2 2017.

Based on Genovese Burford & Brothers Wealth & Retirement Plan Management's 13F filing for Q2 2017, filed 28 Jul 2017.