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Gofen & Glossberg’s iShares MSCI Brazil ETF EWZ Stock Holding History

Gofen & Glossberg’s Portfolio EWZ Stock Details EWZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-6,095
Closed -$265K – 465
2014
Q3 		$265K Sell
6,095
-685
-10% -$33.9K 0.01% 369
2014
Q2 		$324K Sell
6,780
-5,425
-44% -$260K 0.01% 333
2014
Q1 		$500K Sell
12,205
-9,782
-44% -$402K 0.02% 262
2013
Q4 		$982K Sell
21,987
-16,600
-43% -$789K 0.05% 196
2013
Q3 		$1.85M Buy
38,587
+2,000
+5% +$88.9K 0.1% 154
2013
Q2 		$1.6M Buy
+36,587
New +$1.9M 0.09% 160

Other funds holding EWZ

CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return
Parallax Volatility Advisers
Parallax Volatility Advisers San Francisco, California $38.6B AUM 45.89% 1-Year Est. Return
NM
NWI Management New York $1.76B AUM 45.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Gofen & Glossberg's EWZ Position: Q4 2014 in Review

Gofen & Glossberg sold out of iShares MSCI Brazil ETF (EWZ) in Q4 2014, closing a stake of 6,095 shares — an estimated $265K sold.

Gofen & Glossberg first reported a position in EWZ in Q2 2013 and held it in 6 quarters. The position peaked at $1.85M in Q3 2013. 227 funds tracked by Wall St. Rank hold EWZ as of Q4 2014.

  • Gofen & Glossberg reported no remaining iShares MSCI Brazil ETF position as of Q4 2014 after selling out during the quarter.
  • Gofen & Glossberg sold 6,095 iShares MSCI Brazil ETF shares in Q4 2014, an estimated $265K.
  • Gofen & Glossberg first reported a position in iShares MSCI Brazil ETF in Q2 2013 and held it in 6 quarters.
  • Gofen & Glossberg's iShares MSCI Brazil ETF position peaked at $1.85M in Q3 2013.
  • 227 funds tracked by Wall St. Rank held iShares MSCI Brazil ETF as of Q4 2014.

Based on Gofen & Glossberg's 13F filing for Q4 2014, filed 9 Feb 2015.