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Oak Point Wealth Management’s iShares MSCI New Zealand ETF ENZL Stock Holding History

Oak Point Wealth Management’s Portfolio ENZL Stock Details ENZL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-5,486
Closed -$257K – 213
2017
Q4 		$257K Buy
+5,486
New +$254K 0.25% 88

Other funds holding ENZL

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AC
AFAM Capital Austin, Texas $718M AUM 12.09% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Oak Point Wealth Management's ENZL Position: Q1 2018 in Review

Oak Point Wealth Management sold out of iShares MSCI New Zealand ETF (ENZL) in Q1 2018, closing a stake of 5,486 shares — an estimated $257K sold.

Oak Point Wealth Management first reported a position in ENZL in Q4 2017 and held it in 1 quarter. The position peaked at $257K in Q4 2017. 49 funds tracked by Wall St. Rank hold ENZL as of Q1 2018.

  • Oak Point Wealth Management reported no remaining iShares MSCI New Zealand ETF position as of Q1 2018 after selling out during the quarter.
  • Oak Point Wealth Management sold 5,486 iShares MSCI New Zealand ETF shares in Q1 2018, an estimated $257K.
  • Oak Point Wealth Management first reported a position in iShares MSCI New Zealand ETF in Q4 2017 and held it in 1 quarter.
  • Oak Point Wealth Management's iShares MSCI New Zealand ETF position peaked at $257K in Q4 2017.
  • 49 funds tracked by Wall St. Rank held iShares MSCI New Zealand ETF as of Q1 2018.

Based on Oak Point Wealth Management's 13F filing for Q1 2018, filed 30 Apr 2018.