Kalos Management
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

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Envestnet Asset Management
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United Capital Financial Advisors
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NCM
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Barometer Capital Management
Barometer Capital Management Toronto, Ontario, Canada $360M AUM 83.46% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.4B AUM 44.75% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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.