McAdams Wright Ragen’s iShares MSCI Japan ETF EWJ Stock Holding History

McAdams Wright Ragen’s Portfolio EWJ Stock Details EWJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q3	$173K	Buy	3,675 +175	+5%	+$8.36K	0.01%	392
2014 Q2	$168K	Sell	3,500 -350	-9%	-$16K	0.01%	378
2014 Q1	$174K	Sell	3,850 -913	-19%	-$42.1K	0.01%	351
2013 Q4	$231K	Hold	4,763	–	–	0.02%	324
2013 Q3	$227K	Buy	4,763 +375	+9%	+$17.4K	0.02%	300
2013 Q2	$197K	Buy	+4,388	New	+$199K	0.02%	318

Other funds holding EWJ

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

PPFA

Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

MAM

Marketfield Asset Management New York $127M AUM 30.51% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return

McAdams Wright Ragen's EWJ Position: Q3 2014 in Review

McAdams Wright Ragen increased its iShares MSCI Japan ETF (EWJ) stake by 5% in Q3 2014, buying an estimated $8.36K and bringing the position to 3,675 shares worth $173K. The position accounts for 0.01% of the portfolio, ranked #392.

McAdams Wright Ragen first reported a position in EWJ in Q2 2013 and has held it in 6 quarters since. The position peaked at $231K in Q4 2013. 309 funds tracked by Wall St. Rank hold EWJ as of Q3 2014.

McAdams Wright Ragen held 3,675 shares of iShares MSCI Japan ETF worth $173K as of Q3 2014.
McAdams Wright Ragen bought 175 iShares MSCI Japan ETF shares in Q3 2014, an estimated $8.36K.
iShares MSCI Japan ETF made up 0.01% of McAdams Wright Ragen's portfolio in Q3 2014, its #392 holding.
McAdams Wright Ragen first reported a position in iShares MSCI Japan ETF in Q2 2013 and has held it in 6 quarters since.
McAdams Wright Ragen's iShares MSCI Japan ETF position peaked at $231K in Q4 2013.
309 funds tracked by Wall St. Rank held iShares MSCI Japan ETF as of Q3 2014.

Based on McAdams Wright Ragen's 13F filing for Q3 2014, filed 14 Nov 2014.