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Kalos Management’s iShares MSCI Austria ETF EWO Stock Holding History

Kalos Management’s Portfolio EWO Stock Details EWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-12,267
Closed -$255K – 224
2019
Q4 		$255K Sell
12,267
-396
-3% -$8.05K 0.09% 166
2019
Q3 		$243K Sell
12,663
-5,187
-29% -$101K 0.1% 161
2019
Q2 		$328K Buy
17,850
+3,219
+22% +$65.5K 0.15% 147
2019
Q1 		$291K Sell
14,631
-3,199
-18% -$63.2K 0.19% 114
2018
Q4 		$327K Sell
17,830
-1,850
-9% -$38.3K 0.16% 129
2018
Q3 		$449K Sell
19,680
-2,311
-11% -$53.1K 0.24% 96
2018
Q2 		$499K Buy
21,991
+32
+0.1% +$783 0.23% 110
2018
Q1 		$556K Sell
21,959
-903
-4% -$23.2K 0.33% 82
2017
Q4 		$563K Buy
22,862
+208
+0.9% +$4.96K 0.26% 104
2017
Q3 		$530K Sell
22,654
-824
-4% -$18.7K 0.34% 87
2017
Q2 		$498K Buy
23,478
+451
+2% +$9.1K 0.46% 66
2017
Q1 		$418K Sell
23,027
-1,101
-5% -$19.4K 0.3% 89
2016
Q4 		$399K Sell
24,128
-4,807
-17% -$78.6K 0.32% 83
2016
Q3 		$472K Buy
28,935
+639
+2% +$9.8K 0.4% 77
2016
Q2 		$401K Sell
28,296
-360
-1% -$5.53K 0.31% 100
2016
Q1 		$448K Hold
28,656
– – 0.37% 83
2015
Q4 		$448K Buy
+28,656
New +$454K 0.33% 87

Other funds holding EWO

CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MGWM
Marks Group Wealth Management Minnetonka, Minnesota $1.15B AUM 16.94% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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
CM
Columbus Macro New Castle, Pennsylvania $1.03B AUM 17.77% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return

Kalos Management's EWO Position: Q1 2020 in Review

Kalos Management sold out of iShares MSCI Austria ETF (EWO) in Q1 2020, closing a stake of 12,267 shares — an estimated $255K sold.

Kalos Management first reported a position in EWO in Q4 2015 and held it in 17 quarters. The position peaked at $563K in Q4 2017. 29 funds tracked by Wall St. Rank hold EWO as of Q1 2020.

  • Kalos Management reported no remaining iShares MSCI Austria ETF position as of Q1 2020 after selling out during the quarter.
  • Kalos Management sold 12,267 iShares MSCI Austria ETF shares in Q1 2020, an estimated $255K.
  • Kalos Management first reported a position in iShares MSCI Austria ETF in Q4 2015 and held it in 17 quarters.
  • Kalos Management's iShares MSCI Austria ETF position peaked at $563K in Q4 2017.
  • 29 funds tracked by Wall St. Rank held iShares MSCI Austria ETF as of Q1 2020.

Based on Kalos Management's 13F filing for Q1 2020, filed 13 May 2020.