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KCM Investment Advisors’s iShares MSCI Brazil ETF EWZ Stock Holding History

KCM Investment Advisors’s Portfolio EWZ Stock Details EWZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-11,450
Closed -$498K – 520
2014
Q3 		$498K Hold
11,450
– – 0.05% 319
2014
Q2 		$547K Buy
+11,450
New +$548K 0.05% 300
2013
Q4 		– Sell
-4,297
Closed -$206K – 449
2013
Q3 		$206K Sell
4,297
-2,415
-36% -$107K 0.02% 413
2013
Q2 		$294K Buy
+6,712
New +$349K 0.04% 359

Other funds holding EWZ

CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return
Parallax Volatility Advisers
Parallax Volatility Advisers San Francisco, California $38.6B AUM 45.89% 1-Year Est. Return
NM
NWI Management New York $1.76B AUM 45.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

KCM Investment Advisors's EWZ Position: Q4 2014 in Review

KCM Investment Advisors sold out of iShares MSCI Brazil ETF (EWZ) in Q4 2014, closing a stake of 11,450 shares — an estimated $498K sold.

KCM Investment Advisors first reported a position in EWZ in Q2 2013 and held it in 4 quarters. The position peaked at $547K in Q2 2014. 227 funds tracked by Wall St. Rank hold EWZ as of Q4 2014.

  • KCM Investment Advisors reported no remaining iShares MSCI Brazil ETF position as of Q4 2014 after selling out during the quarter.
  • KCM Investment Advisors sold 11,450 iShares MSCI Brazil ETF shares in Q4 2014, an estimated $498K.
  • KCM Investment Advisors first reported a position in iShares MSCI Brazil ETF in Q2 2013 and held it in 4 quarters.
  • KCM Investment Advisors's iShares MSCI Brazil ETF position peaked at $547K in Q2 2014.
  • 227 funds tracked by Wall St. Rank held iShares MSCI Brazil ETF as of Q4 2014.

Based on KCM Investment Advisors's 13F filing for Q4 2014, filed 12 Feb 2015.