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Nelson Capital Management’s iShares MSCI Sweden ETF EWD Stock Holding History

Nelson Capital Management’s Portfolio EWD Stock Details EWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-6
Closed – – 258
2016
Q2 		$0 Buy
+6
New +$175 ﹤0.01% 277

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SOMRS
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Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
KHLMVGHM
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
MLM
Mount Lucas Management Newtown, Pennsylvania $271M AUM 25.49% 1-Year Est. Return

Nelson Capital Management's EWD Position: Q3 2016 in Review

Nelson Capital Management sold out of iShares MSCI Sweden ETF (EWD) in Q3 2016, closing a stake of 6 shares.

Nelson Capital Management first reported a position in EWD in Q2 2016 and held it in 1 quarter. The position peaked at $0 in Q2 2016. 68 funds tracked by Wall St. Rank hold EWD as of Q3 2016.

  • Nelson Capital Management reported no remaining iShares MSCI Sweden ETF position as of Q3 2016 after selling out during the quarter.
  • Nelson Capital Management sold 6 iShares MSCI Sweden ETF shares in Q3 2016.
  • Nelson Capital Management first reported a position in iShares MSCI Sweden ETF in Q2 2016 and held it in 1 quarter.
  • Nelson Capital Management's iShares MSCI Sweden ETF position peaked at $0 in Q2 2016.
  • 68 funds tracked by Wall St. Rank held iShares MSCI Sweden ETF as of Q3 2016.

Based on Nelson Capital Management's 13F filing for Q3 2016, filed 27 Oct 2016.