Guardian Investment Management’s iShares MSCI Australia ETF EWA Stock Holding History

Guardian Investment Management’s Portfolio EWA Stock Details EWA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q4	–	Sell	-20,000	Closed	-$517K	–	55
2014 Q3	$517K	Hold	20,000	–	–	0.6%	53
2014 Q2	$523K	Hold	20,000	–	–	0.57%	54
2014 Q1	$517K	Buy	20,000 +2,500	+14%	+$61.1K	0.6%	53
2013 Q4	$425K	Hold	17,500	–	–	0.47%	58
2013 Q3	$442K	Sell	17,500 -3,500	-17%	-$84.1K	0.6%	50
2013 Q2	$337K	Buy	+21,000	New	+$542K	0.49%	48

Other funds holding EWA

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

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

NLI

Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PVH

Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

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

Guardian Investment Management's EWA Position: Q4 2014 in Review

Guardian Investment Management sold out of iShares MSCI Australia ETF (EWA) in Q4 2014, closing a stake of 20,000 shares — an estimated $517K sold.

Guardian Investment Management first reported a position in EWA in Q2 2013 and held it in 6 quarters. The position peaked at $523K in Q2 2014. 181 funds tracked by Wall St. Rank hold EWA as of Q4 2014.

Guardian Investment Management reported no remaining iShares MSCI Australia ETF position as of Q4 2014 after selling out during the quarter.
Guardian Investment Management sold 20,000 iShares MSCI Australia ETF shares in Q4 2014, an estimated $517K.
Guardian Investment Management first reported a position in iShares MSCI Australia ETF in Q2 2013 and held it in 6 quarters.
Guardian Investment Management's iShares MSCI Australia ETF position peaked at $523K in Q2 2014.
181 funds tracked by Wall St. Rank held iShares MSCI Australia ETF as of Q4 2014.

Based on Guardian Investment Management's 13F filing for Q4 2014, filed 6 Feb 2015.