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

Genovese Burford & Brothers Wealth & Retirement Plan Management’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
2017 Q1	–	Sell	-25	Closed	-$1K	–	454
2016 Q4	$1K	Hold	25	–	–	﹤0.01%	463
2016 Q3	$0	Hold	25	–	–	﹤0.01%	433
2016 Q2	$0	Hold	25	–	–	﹤0.01%	419
2016 Q1	$0	Buy	+25	New	+$694	﹤0.01%	390

Other funds holding EWD

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

WOA

Water Oak Advisors Winter Park, Florida $155M AUM 6.37% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

VSWA

Vontobel Swiss Wealth Advisors Zurich, Switzerland $195M AUM 43.77% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

MLM

Mount Lucas Management Newtown, Pennsylvania $271M AUM 25.49% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

Genovese Burford & Brothers Wealth & Retirement Plan Management's EWD Position: Q1 2017 in Review

Genovese Burford & Brothers Wealth & Retirement Plan Management sold out of iShares MSCI Sweden ETF (EWD) in Q1 2017, closing a stake of 25 shares — an estimated $1K sold.

Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in EWD in Q1 2016 and held it in 4 quarters. The position peaked at $1K in Q4 2016. 63 funds tracked by Wall St. Rank hold EWD as of Q1 2017.

Genovese Burford & Brothers Wealth & Retirement Plan Management reported no remaining iShares MSCI Sweden ETF position as of Q1 2017 after selling out during the quarter.
Genovese Burford & Brothers Wealth & Retirement Plan Management sold 25 iShares MSCI Sweden ETF shares in Q1 2017, an estimated $1K.
Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in iShares MSCI Sweden ETF in Q1 2016 and held it in 4 quarters.
Genovese Burford & Brothers Wealth & Retirement Plan Management's iShares MSCI Sweden ETF position peaked at $1K in Q4 2016.
63 funds tracked by Wall St. Rank held iShares MSCI Sweden ETF as of Q1 2017.

Based on Genovese Burford & Brothers Wealth & Retirement Plan Management's 13F filing for Q1 2017, filed 28 Apr 2017.