Kovitz Investment Group Partners
NORW

Kovitz Investment Group Partners’s Global X MSCI Norway ETF NORW Stock Holding History

Kovitz Investment Group Partners’s Portfolio NORW Stock Details NORW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-106,173
Closed -$1.23M – 374
2018
Q4 		$1.23M Buy
+106,173
New +$1.43M 0.05% 177

Other funds holding NORW

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AII
AGF Investments Inc Toronto, Ontario, Canada $10.6B AUM 4.37% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AGA
Accuvest Global Advisors Provo, Utah $107M AUM 6.41% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
ZIM
Zacks Investment Management Chicago, Illinois $12.5B AUM 29.36% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
AIA
AGF Investments America Toronto, Ontario, Canada $271M AUM 7.04% 1-Year Est. Return

Kovitz Investment Group Partners's NORW Position: Q1 2019 in Review

Kovitz Investment Group Partners sold out of Global X MSCI Norway ETF (NORW) in Q1 2019, closing a stake of 106,173 shares — an estimated $1.23M sold.

Kovitz Investment Group Partners first reported a position in NORW in Q4 2018 and held it in 1 quarter. The position peaked at $1.23M in Q4 2018. 42 funds tracked by Wall St. Rank hold NORW as of Q1 2019.

  • Kovitz Investment Group Partners reported no remaining Global X MSCI Norway ETF position as of Q1 2019 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 106,173 Global X MSCI Norway ETF shares in Q1 2019, an estimated $1.23M.
  • Kovitz Investment Group Partners first reported a position in Global X MSCI Norway ETF in Q4 2018 and held it in 1 quarter.
  • Kovitz Investment Group Partners's Global X MSCI Norway ETF position peaked at $1.23M in Q4 2018.
  • 42 funds tracked by Wall St. Rank held Global X MSCI Norway ETF as of Q1 2019.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2019, filed 15 May 2019.