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James Investment Research’s iShares MSCI Austria ETF EWO Stock Holding History

James Investment Research’s Portfolio EWO Stock Details EWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-300
Closed -$7K – 808
2018
Q2 		$7K Sell
300
-11,350
-97% -$278K ﹤0.01% 770
2018
Q1 		$295K Sell
11,650
-3,570
-23% -$91.9K 0.01% 547
2017
Q4 		$375K Buy
15,220
+100
+0.7% +$2.38K 0.01% 539
2017
Q3 		$354K Hold
15,120
– – 0.01% 507
2017
Q2 		$321K Sell
15,120
-720
-5% -$14.5K 0.01% 482
2017
Q1 		$288K Hold
15,840
– – 0.01% 386
2016
Q4 		$262K Buy
+15,840
New +$259K 0.01% 319
2014
Q4 		– Sell
-3,055
Closed -$49K – 512
2014
Q3 		$49K Buy
+3,055
New +$54.4K ﹤0.01% 384

Other funds holding EWO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AII
AGF Investments Inc Toronto, Ontario, Canada $10.6B AUM 4.37% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return

James Investment Research's EWO Position: Q3 2018 in Review

James Investment Research sold out of iShares MSCI Austria ETF (EWO) in Q3 2018, closing a stake of 300 shares — an estimated $7K sold.

James Investment Research first reported a position in EWO in Q3 2014 and held it in 8 quarters. The position peaked at $375K in Q4 2017. 57 funds tracked by Wall St. Rank hold EWO as of Q3 2018.

  • James Investment Research reported no remaining iShares MSCI Austria ETF position as of Q3 2018 after selling out during the quarter.
  • James Investment Research sold 300 iShares MSCI Austria ETF shares in Q3 2018, an estimated $7K.
  • James Investment Research first reported a position in iShares MSCI Austria ETF in Q3 2014 and held it in 8 quarters.
  • James Investment Research's iShares MSCI Austria ETF position peaked at $375K in Q4 2017.
  • 57 funds tracked by Wall St. Rank held iShares MSCI Austria ETF as of Q3 2018.

Based on James Investment Research's 13F filing for Q3 2018, filed 26 Oct 2018.