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Optimum Investment Advisors’s iShares MSCI Canada ETF EWC Stock Holding History

Optimum Investment Advisors’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
2015
Q1 		– Sell
-3,510
Closed -$101K – 973
2014
Q4 		$101K Hold
3,510
– – 0.03% 364
2014
Q3 		$108K Sell
3,510
-300
-8% -$9.66K 0.04% 337
2014
Q2 		$123K Buy
3,810
+900
+31% +$27.6K 0.04% 324
2014
Q1 		$86K Buy
+2,910
New +$83.8K 0.03% 324

Other funds holding EWC

BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

Optimum Investment Advisors's EWC Position: Q1 2015 in Review

Optimum Investment Advisors sold out of iShares MSCI Canada ETF (EWC) in Q1 2015, closing a stake of 3,510 shares — an estimated $101K sold.

Optimum Investment Advisors first reported a position in EWC in Q1 2014 and held it in 4 quarters. The position peaked at $123K in Q2 2014. 232 funds tracked by Wall St. Rank hold EWC as of Q1 2015.

  • Optimum Investment Advisors reported no remaining iShares MSCI Canada ETF position as of Q1 2015 after selling out during the quarter.
  • Optimum Investment Advisors sold 3,510 iShares MSCI Canada ETF shares in Q1 2015, an estimated $101K.
  • Optimum Investment Advisors first reported a position in iShares MSCI Canada ETF in Q1 2014 and held it in 4 quarters.
  • Optimum Investment Advisors's iShares MSCI Canada ETF position peaked at $123K in Q2 2014.
  • 232 funds tracked by Wall St. Rank held iShares MSCI Canada ETF as of Q1 2015.

Based on Optimum Investment Advisors's 13F filing for Q1 2015, filed 18 May 2015.