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JP Morgan Private Wealth Advisors’s iShares MSCI Sweden ETF EWD Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio EWD Stock Details EWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-8,215
Closed -$281K – 676
2013
Q3 		$281K Buy
+8,215
New +$272K 0.01% 519

Other funds holding EWD

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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCYC
Richard C. Young & Co Newport, Rhode Island $1.21B AUM 38.41% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
LTI
Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors sold out of iShares MSCI Sweden ETF (EWD) in Q4 2013, closing a stake of 8,215 shares — an estimated $281K sold.

JP Morgan Private Wealth Advisors first reported a position in EWD in Q3 2013 and held it in 1 quarter. The position peaked at $281K in Q3 2013. 81 funds tracked by Wall St. Rank hold EWD as of Q4 2013.

  • JP Morgan Private Wealth Advisors reported no remaining iShares MSCI Sweden ETF position as of Q4 2013 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 8,215 iShares MSCI Sweden ETF shares in Q4 2013, an estimated $281K.
  • JP Morgan Private Wealth Advisors first reported a position in iShares MSCI Sweden ETF in Q3 2013 and held it in 1 quarter.
  • JP Morgan Private Wealth Advisors's iShares MSCI Sweden ETF position peaked at $281K in Q3 2013.
  • 81 funds tracked by Wall St. Rank held iShares MSCI Sweden ETF as of Q4 2013.

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