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JNBA Financial Advisors’s iShares MSCI Taiwan ETF EWT Stock Holding History

JNBA Financial Advisors’s Portfolio EWT Stock Details EWT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-500
Closed -$14K – 441
2013
Q3 		$14K Buy
+500
New +$13.7K 0.01% 277

Other funds holding EWT

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Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
RCG
Rock Creek Group Washington, District of Columbia $994M AUM 11.29% 1-Year Est. Return
GI
Glovista Investments Jersey City, New Jersey $215M AUM 10.51% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

JNBA Financial Advisors's EWT Position: Q4 2013 in Review

JNBA Financial Advisors sold out of iShares MSCI Taiwan ETF (EWT) in Q4 2013, closing a stake of 500 shares — an estimated $14K sold.

JNBA Financial Advisors first reported a position in EWT in Q3 2013 and held it in 1 quarter. The position peaked at $14K in Q3 2013. 190 funds tracked by Wall St. Rank hold EWT as of Q4 2013.

  • JNBA Financial Advisors reported no remaining iShares MSCI Taiwan ETF position as of Q4 2013 after selling out during the quarter.
  • JNBA Financial Advisors sold 500 iShares MSCI Taiwan ETF shares in Q4 2013, an estimated $14K.
  • JNBA Financial Advisors first reported a position in iShares MSCI Taiwan ETF in Q3 2013 and held it in 1 quarter.
  • JNBA Financial Advisors's iShares MSCI Taiwan ETF position peaked at $14K in Q3 2013.
  • 190 funds tracked by Wall St. Rank held iShares MSCI Taiwan ETF as of Q4 2013.

Based on JNBA Financial Advisors's 13F filing for Q4 2013, filed 21 Jan 2014.