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HL Financial Services’s iShares MSCI Sweden ETF EWD Stock Holding History

HL Financial Services’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
2013
Q4 		– Sell
-5,841
Closed -$200K – 632
2013
Q3 		$200K Sell
5,841
-2,842
-33% -$94.1K 0.01% 553
2013
Q2 		$259K Buy
+8,683
New +$283K 0.01% 460

Other funds holding EWD

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCYC
Richard C. Young & Co Newport, Rhode Island $1.21B AUM 38.41% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
LTI
Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return

HL Financial Services's EWD Position: Q4 2013 in Review

HL Financial Services sold out of iShares MSCI Sweden ETF (EWD) in Q4 2013, closing a stake of 5,841 shares — an estimated $200K sold.

HL Financial Services first reported a position in EWD in Q2 2013 and held it in 2 quarters. The position peaked at $259K in Q2 2013. 81 funds tracked by Wall St. Rank hold EWD as of Q4 2013.

  • HL Financial Services reported no remaining iShares MSCI Sweden ETF position as of Q4 2013 after selling out during the quarter.
  • HL Financial Services sold 5,841 iShares MSCI Sweden ETF shares in Q4 2013, an estimated $200K.
  • HL Financial Services first reported a position in iShares MSCI Sweden ETF in Q2 2013 and held it in 2 quarters.
  • HL Financial Services's iShares MSCI Sweden ETF position peaked at $259K in Q2 2013.
  • 81 funds tracked by Wall St. Rank held iShares MSCI Sweden ETF as of Q4 2013.

Based on HL Financial Services's 13F filing for Q4 2013, filed 24 Jan 2014.