IPC
ENZL icon

Independent Portfolio Consultants’s iShares MSCI New Zealand ETF ENZL Stock Holding History

Independent Portfolio Consultants’s Portfolio ENZL Stock Details ENZL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-210
Closed -$9K – 800
2017
Q1 		$9K Sell
210
-165
-44% -$6.97K ﹤0.01% 759
2016
Q4 		$15K Hold
375
– – ﹤0.01% 659
2016
Q3 		$18K Sell
375
-45,610
-99% -$2.1M 0.01% 635
2016
Q2 		$1.98M Buy
+45,985
New +$1.92M 0.62% 28

Other funds holding ENZL

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.88B AUM 24.08% 1-Year Est. Return
AC
AFAM Capital Austin, Texas $718M AUM 12.09% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Independent Portfolio Consultants's ENZL Position: Q2 2017 in Review

Independent Portfolio Consultants sold out of iShares MSCI New Zealand ETF (ENZL) in Q2 2017, closing a stake of 210 shares — an estimated $9K sold.

Independent Portfolio Consultants first reported a position in ENZL in Q2 2016 and held it in 4 quarters. The position peaked at $1.98M in Q2 2016. 57 funds tracked by Wall St. Rank hold ENZL as of Q2 2017.

  • Independent Portfolio Consultants reported no remaining iShares MSCI New Zealand ETF position as of Q2 2017 after selling out during the quarter.
  • Independent Portfolio Consultants sold 210 iShares MSCI New Zealand ETF shares in Q2 2017, an estimated $9K.
  • Independent Portfolio Consultants first reported a position in iShares MSCI New Zealand ETF in Q2 2016 and held it in 4 quarters.
  • Independent Portfolio Consultants's iShares MSCI New Zealand ETF position peaked at $1.98M in Q2 2016.
  • 57 funds tracked by Wall St. Rank held iShares MSCI New Zealand ETF as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.