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Optimum Investment Advisors’s iShares MSCI South Korea ETF EWY Stock Holding History

Optimum Investment Advisors’s Portfolio EWY Stock Details EWY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-1,445
Closed -$80K – 976
2014
Q4 		$80K Buy
1,445
+2
+0.1% +$114 0.03% 403
2014
Q3 		$83K Sell
1,443
-1,132
-44% -$73.5K 0.03% 377
2014
Q2 		$167K Buy
+2,575
New +$165K 0.05% 283

Other funds holding EWY

State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Credit Agricole
Credit Agricole Montrouge Cedex, France $38.1B AUM
UIM
USS Investment Management London, United Kingdom $25.6B AUM 30.22% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

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

Optimum Investment Advisors sold out of iShares MSCI South Korea ETF (EWY) in Q1 2015, closing a stake of 1,445 shares — an estimated $80K sold.

Optimum Investment Advisors first reported a position in EWY in Q2 2014 and held it in 3 quarters. The position peaked at $167K in Q2 2014. 226 funds tracked by Wall St. Rank hold EWY as of Q1 2015.

  • Optimum Investment Advisors reported no remaining iShares MSCI South Korea ETF position as of Q1 2015 after selling out during the quarter.
  • Optimum Investment Advisors sold 1,445 iShares MSCI South Korea ETF shares in Q1 2015, an estimated $80K.
  • Optimum Investment Advisors first reported a position in iShares MSCI South Korea ETF in Q2 2014 and held it in 3 quarters.
  • Optimum Investment Advisors's iShares MSCI South Korea ETF position peaked at $167K in Q2 2014.
  • 226 funds tracked by Wall St. Rank held iShares MSCI South Korea ETF as of Q1 2015.

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