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Optimum Investment Advisors’s iShares MSCI Italy ETF EWI Stock Holding History

Optimum Investment Advisors’s Portfolio EWI Stock Details EWI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-350
Closed -$10K – 974
2014
Q4 		$10K Sell
350
-2,175
-86% -$62.7K ﹤0.01% 837
2014
Q3 		$79K Hold
2,525
– – 0.03% 385
2014
Q2 		$88K Hold
2,525
– – 0.03% 366
2014
Q1 		$89K Buy
+2,525
New +$82.6K 0.03% 317

Other funds holding EWI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
BC
Brinker Capital Berwyn, Pennsylvania $3.13B AUM 9.04% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GI
Glovista Investments Jersey City, New Jersey $215M AUM 10.51% 1-Year Est. Return

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

Optimum Investment Advisors sold out of iShares MSCI Italy ETF (EWI) in Q1 2015, closing a stake of 350 shares — an estimated $10K sold.

Optimum Investment Advisors first reported a position in EWI in Q1 2014 and held it in 4 quarters. The position peaked at $89K in Q1 2014. 84 funds tracked by Wall St. Rank hold EWI as of Q1 2015.

  • Optimum Investment Advisors reported no remaining iShares MSCI Italy ETF position as of Q1 2015 after selling out during the quarter.
  • Optimum Investment Advisors sold 350 iShares MSCI Italy ETF shares in Q1 2015, an estimated $10K.
  • Optimum Investment Advisors first reported a position in iShares MSCI Italy ETF in Q1 2014 and held it in 4 quarters.
  • Optimum Investment Advisors's iShares MSCI Italy ETF position peaked at $89K in Q1 2014.
  • 84 funds tracked by Wall St. Rank held iShares MSCI Italy ETF as of Q1 2015.

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