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Julex Capital Management’s iShares MSCI Sweden ETF EWD Stock Holding History

Julex Capital Management’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
2019
Q3 		$3K Sell
90
-159
-64% -$4.67K 0.01% 81
2019
Q2 		$7K Buy
+249
New +$7.71K 0.01% 40

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HighTower Advisors
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RJFSA
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HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Julex Capital Management's EWD Position: Q3 2019 in Review

Julex Capital Management reduced its iShares MSCI Sweden ETF (EWD) stake by 64% in Q3 2019, selling an estimated $4.67K and leaving 90 shares worth $3K. The position accounts for 0.01% of the portfolio, ranked #81.

Julex Capital Management first reported a position in EWD in Q2 2019 and has held it in 2 quarters since. The position peaked at $7K in Q2 2019. 64 funds tracked by Wall St. Rank hold EWD as of Q3 2019.

  • Julex Capital Management held 90 shares of iShares MSCI Sweden ETF worth $3K as of Q3 2019.
  • Julex Capital Management sold 159 iShares MSCI Sweden ETF shares in Q3 2019, an estimated $4.67K.
  • iShares MSCI Sweden ETF made up 0.01% of Julex Capital Management's portfolio in Q3 2019, its #81 holding.
  • Julex Capital Management first reported a position in iShares MSCI Sweden ETF in Q2 2019 and has held it in 2 quarters since.
  • Julex Capital Management's iShares MSCI Sweden ETF position peaked at $7K in Q2 2019.
  • 64 funds tracked by Wall St. Rank held iShares MSCI Sweden ETF as of Q3 2019.

Based on Julex Capital Management's 13F filing for Q3 2019, filed 18 Oct 2019.