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Klingman & Associates’s iShares MSCI Australia ETF EWA Stock Holding History

Klingman & Associates’s Portfolio EWA Stock Details EWA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-200
Closed -$4K – 430
2015
Q2 		$4K Hold
200
– – ﹤0.01% 354
2015
Q1 		$5K Buy
+200
New +$4.57K ﹤0.01% 314

Other funds holding EWA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $32.1B AUM 31.84% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
Parallax Volatility Advisers
Parallax Volatility Advisers San Francisco, California $38.6B AUM 45.89% 1-Year Est. Return

Klingman & Associates's EWA Position: Q3 2015 in Review

Klingman & Associates sold out of iShares MSCI Australia ETF (EWA) in Q3 2015, closing a stake of 200 shares — an estimated $4K sold.

Klingman & Associates first reported a position in EWA in Q1 2015 and held it in 2 quarters. The position peaked at $5K in Q1 2015. 150 funds tracked by Wall St. Rank hold EWA as of Q3 2015.

  • Klingman & Associates reported no remaining iShares MSCI Australia ETF position as of Q3 2015 after selling out during the quarter.
  • Klingman & Associates sold 200 iShares MSCI Australia ETF shares in Q3 2015, an estimated $4K.
  • Klingman & Associates first reported a position in iShares MSCI Australia ETF in Q1 2015 and held it in 2 quarters.
  • Klingman & Associates's iShares MSCI Australia ETF position peaked at $5K in Q1 2015.
  • 150 funds tracked by Wall St. Rank held iShares MSCI Australia ETF as of Q3 2015.

Based on Klingman & Associates's 13F filing for Q3 2015, filed 9 Feb 2016.