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Integrated Wealth Management (Palm Desert)’s iShares MSCI Chile ETF ECH Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio ECH Stock Details ECH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-25
Closed -$1K – 428
2016
Q3 		$1K Hold
25
– – ﹤0.01% 1136
2016
Q2 		$1K Hold
25
– – ﹤0.01% 1161
2016
Q1 		$1K Hold
25
– – ﹤0.01% 1084
2015
Q4 		$1K Hold
25
– – ﹤0.01% 1173
2015
Q3 		$1K Hold
25
– – ﹤0.01% 1189
2015
Q2 		$1K Hold
25
– – ﹤0.01% 1224
2015
Q1 		$1K Buy
+25
New +$988 ﹤0.01% 1171

Other funds holding ECH

State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return
GI
Glovista Investments Jersey City, New Jersey $215M AUM 10.51% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
H
Hexavest Montreal, Quebec, Canada $1.64B AUM 28.34% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return
BL
BCWM LLC Overland Park, Kansas $342M AUM 14.2% 1-Year Est. Return
MLM
Mount Lucas Management Newtown, Pennsylvania $281M AUM 36.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s ECH Position: Q4 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of iShares MSCI Chile ETF (ECH) in Q4 2016, closing a stake of 25 shares — an estimated $1K sold.

Integrated Wealth Management (Palm Desert) first reported a position in ECH in Q1 2015 and held it in 7 quarters. The position peaked at $1K in Q3 2016. 74 funds tracked by Wall St. Rank hold ECH as of Q4 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining iShares MSCI Chile ETF position as of Q4 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 25 iShares MSCI Chile ETF shares in Q4 2016, an estimated $1K.
  • Integrated Wealth Management (Palm Desert) first reported a position in iShares MSCI Chile ETF in Q1 2015 and held it in 7 quarters.
  • Integrated Wealth Management (Palm Desert)'s iShares MSCI Chile ETF position peaked at $1K in Q3 2016.
  • 74 funds tracked by Wall St. Rank held iShares MSCI Chile ETF as of Q4 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2016, filed 6 Jan 2017.