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Optimum Investment Advisors’s iShares MSCI Brazil ETF EWZ Stock Holding History

Optimum Investment Advisors’s Portfolio EWZ Stock Details EWZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-350
Closed -$13K – 977
2014
Q4 		$13K Sell
350
-1,100
-76% -$44.7K ﹤0.01% 808
2014
Q3 		$63K Buy
1,450
+350
+32% +$17.3K 0.02% 423
2014
Q2 		$53K Hold
1,100
– – 0.02% 477
2014
Q1 		$50K Buy
1,100
+500
+83% +$20.5K 0.02% 400
2013
Q4 		$27K Sell
600
-40
-6% -$1.9K 0.01% 466
2013
Q3 		$31K Buy
+640
New +$28.4K 0.01% 435

Other funds holding EWZ

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NM
NWI Management New York $1.76B AUM 45.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
KC
Kepos Capital New York $61.3M AUM 12.13% 1-Year Est. Return

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

Optimum Investment Advisors sold out of iShares MSCI Brazil ETF (EWZ) in Q1 2015, closing a stake of 350 shares — an estimated $13K sold.

Optimum Investment Advisors first reported a position in EWZ in Q3 2013 and held it in 6 quarters. The position peaked at $63K in Q3 2014. 202 funds tracked by Wall St. Rank hold EWZ as of Q1 2015.

  • Optimum Investment Advisors reported no remaining iShares MSCI Brazil ETF position as of Q1 2015 after selling out during the quarter.
  • Optimum Investment Advisors sold 350 iShares MSCI Brazil ETF shares in Q1 2015, an estimated $13K.
  • Optimum Investment Advisors first reported a position in iShares MSCI Brazil ETF in Q3 2013 and held it in 6 quarters.
  • Optimum Investment Advisors's iShares MSCI Brazil ETF position peaked at $63K in Q3 2014.
  • 202 funds tracked by Wall St. Rank held iShares MSCI Brazil ETF as of Q1 2015.

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