KM
ENZL icon

Kalos Management’s iShares MSCI New Zealand ETF ENZL Stock Holding History

Kalos Management’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
2016
Q2 		– Sell
-11,508
Closed -$431K – 162
2016
Q1 		$431K Hold
11,508
– – 0.36% 89
2015
Q4 		$431K Buy
+11,508
New +$410K 0.32% 89

Other funds holding ENZL

WOA
Water Oak Advisors Winter Park, Florida $155M AUM 6.37% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
NCM
Niemann Capital Management Stateline, Nevada $788K AUM 23.27% 1-Year Est. Return
BCM
Barometer Capital Management Toronto, Ontario, Canada $292M AUM 86.78% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Kalos Management's ENZL Position: Q2 2016 in Review

Kalos Management sold out of iShares MSCI New Zealand ETF (ENZL) in Q2 2016, closing a stake of 11,508 shares — an estimated $431K sold.

Kalos Management first reported a position in ENZL in Q4 2015 and held it in 2 quarters. The position peaked at $431K in Q1 2016. 51 funds tracked by Wall St. Rank hold ENZL as of Q2 2016.

  • Kalos Management reported no remaining iShares MSCI New Zealand ETF position as of Q2 2016 after selling out during the quarter.
  • Kalos Management sold 11,508 iShares MSCI New Zealand ETF shares in Q2 2016, an estimated $431K.
  • Kalos Management first reported a position in iShares MSCI New Zealand ETF in Q4 2015 and held it in 2 quarters.
  • Kalos Management's iShares MSCI New Zealand ETF position peaked at $431K in Q1 2016.
  • 51 funds tracked by Wall St. Rank held iShares MSCI New Zealand ETF as of Q2 2016.

Based on Kalos Management's 13F filing for Q2 2016, filed 1 Aug 2016.