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JOYN Advisors’s iShares MSCI Singapore ETF EWS Stock Holding History

JOYN Advisors’s Portfolio EWS Stock Details EWS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-100
Closed -$3K – 32
2014
Q1 		$3K Hold
100
– – ﹤0.01% 42
2013
Q4 		$3K Hold
100
– – ﹤0.01% 49
2013
Q3 		$3K Buy
+100
New +$2.62K ﹤0.01% 44
2013
Q2 		– Hold
0
– – – 38

Other funds holding EWS

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ALA
Atherton Lane Advisers Menlo Park, California $1.72B AUM 0.32% 1-Year Est. Return
Aviva
Aviva London, United Kingdom $59.6B AUM 28.44% 1-Year Est. Return
NEAM
New England Asset Management Farmington, Connecticut $786M AUM 13.14% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JOYN Advisors's EWS Position: Q2 2014 in Review

JOYN Advisors sold out of iShares MSCI Singapore ETF (EWS) in Q2 2014, closing a stake of 100 shares — an estimated $3K sold.

JOYN Advisors first reported a position in EWS in Q3 2013 and held it in 3 quarters. The position peaked at $3K in Q1 2014. 172 funds tracked by Wall St. Rank hold EWS as of Q2 2014.

  • JOYN Advisors reported no remaining iShares MSCI Singapore ETF position as of Q2 2014 after selling out during the quarter.
  • JOYN Advisors sold 100 iShares MSCI Singapore ETF shares in Q2 2014, an estimated $3K.
  • JOYN Advisors first reported a position in iShares MSCI Singapore ETF in Q3 2013 and held it in 3 quarters.
  • JOYN Advisors's iShares MSCI Singapore ETF position peaked at $3K in Q1 2014.
  • 172 funds tracked by Wall St. Rank held iShares MSCI Singapore ETF as of Q2 2014.

Based on JOYN Advisors's 13F filing for Q2 2014, filed 7 Aug 2014.