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JP Morgan Private Wealth Advisors’s iShares MSCI New Zealand ETF ENZL Stock Holding History

JP Morgan Private Wealth Advisors’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
2013
Q4 		– Sell
-44,240
Closed -$1.7M – 668
2013
Q3 		$1.7M Sell
44,240
-7,345
-14% -$262K 0.04% 254
2013
Q2 		$1.73M Buy
+51,585
New +$1.9M 0.04% 260

Other funds holding ENZL

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LTI
Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ODCM
Old Dominion Capital Management Charlottesville, Virginia $467M AUM 25.94% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
Axa
Axa Paris, France $256M AUM 25.01% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return
1GA
1st Global Advisors Dallas, Texas $869M AUM 16.28% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

JP Morgan Private Wealth Advisors's ENZL Position: Q4 2013 in Review

JP Morgan Private Wealth Advisors sold out of iShares MSCI New Zealand ETF (ENZL) in Q4 2013, closing a stake of 44,240 shares — an estimated $1.7M sold.

JP Morgan Private Wealth Advisors first reported a position in ENZL in Q2 2013 and held it in 2 quarters. The position peaked at $1.73M in Q2 2013. 35 funds tracked by Wall St. Rank hold ENZL as of Q4 2013.

  • JP Morgan Private Wealth Advisors reported no remaining iShares MSCI New Zealand ETF position as of Q4 2013 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 44,240 iShares MSCI New Zealand ETF shares in Q4 2013, an estimated $1.7M.
  • JP Morgan Private Wealth Advisors first reported a position in iShares MSCI New Zealand ETF in Q2 2013 and held it in 2 quarters.
  • JP Morgan Private Wealth Advisors's iShares MSCI New Zealand ETF position peaked at $1.73M in Q2 2013.
  • 35 funds tracked by Wall St. Rank held iShares MSCI New Zealand ETF as of Q4 2013.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q4 2013, filed 31 Jan 2014.