MCM
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Matterhorn Capital Management’s iShares MSCI ACWI ETF ACWI Stock Holding History

Matterhorn Capital Management’s Portfolio ACWI Stock Details ACWI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		$267K Hold
4,511
– – 0.18% 54
2016
Q2 		$254K Buy
+4,511
New +$255K 0.16% 52

Other funds holding ACWI

SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
IC
Iconiq Capital San Francisco, California $4.46B AUM 22.86% 1-Year Est. Return
BM
Brandywine Managers Hockessin, Delaware $170M AUM 10.01% 1-Year Est. Return
CCM
Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PWPCM
Perella Weinberg Partners Capital Management New York $993M AUM 6.71% 1-Year Est. Return

Matterhorn Capital Management's ACWI Position: Q3 2016 in Review

Matterhorn Capital Management held its iShares MSCI ACWI ETF (ACWI) position steady in Q3 2016 at 4,511 shares worth $267K. The position accounts for 0.18% of the portfolio, ranked #54.

Matterhorn Capital Management first reported a position in ACWI in Q2 2016 and has held it in 2 quarters since. 217 funds tracked by Wall St. Rank hold ACWI as of Q3 2016.

  • Matterhorn Capital Management held 4,511 shares of iShares MSCI ACWI ETF worth $267K as of Q3 2016.
  • Matterhorn Capital Management left its iShares MSCI ACWI ETF share count unchanged in Q3 2016.
  • iShares MSCI ACWI ETF made up 0.18% of Matterhorn Capital Management's portfolio in Q3 2016, its #54 holding.
  • Matterhorn Capital Management first reported a position in iShares MSCI ACWI ETF in Q2 2016 and has held it in 2 quarters since.
  • 217 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q3 2016.

Based on Matterhorn Capital Management's 13F filing for Q3 2016, filed 10 Nov 2016.