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Oak Point Wealth Management’s iShares MSCI Canada ETF EWC Stock Holding History

Oak Point Wealth Management’s Portfolio EWC Stock Details EWC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-8,886
Closed -$261K – 214
2017
Q4 		$261K Buy
+8,886
New +$259K 0.26% 84

Other funds holding EWC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Oak Point Wealth Management sold out of iShares MSCI Canada ETF (EWC) in Q1 2018, closing a stake of 8,886 shares — an estimated $261K sold.

Oak Point Wealth Management first reported a position in EWC in Q4 2017 and held it in 1 quarter. The position peaked at $261K in Q4 2017. 238 funds tracked by Wall St. Rank hold EWC as of Q1 2018.

  • Oak Point Wealth Management reported no remaining iShares MSCI Canada ETF position as of Q1 2018 after selling out during the quarter.
  • Oak Point Wealth Management sold 8,886 iShares MSCI Canada ETF shares in Q1 2018, an estimated $261K.
  • Oak Point Wealth Management first reported a position in iShares MSCI Canada ETF in Q4 2017 and held it in 1 quarter.
  • Oak Point Wealth Management's iShares MSCI Canada ETF position peaked at $261K in Q4 2017.
  • 238 funds tracked by Wall St. Rank held iShares MSCI Canada ETF as of Q1 2018.

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