Patriot Financial Group Insurance Agency’s iShares MSCI Sweden ETF EWD Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio EWD Stock Details EWD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-544	Closed	-$20K	–	956
2017 Q4	$20K	Buy	+544	New	+$19K	0.02%	454

Other funds holding EWD

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

VSWA

Vontobel Swiss Wealth Advisors Zurich, Switzerland $195M AUM 43.77% 1-Year Est. Return

Patriot Financial Group Insurance Agency's EWD Position: Q1 2018 in Review

Patriot Financial Group Insurance Agency sold out of iShares MSCI Sweden ETF (EWD) in Q1 2018, closing a stake of 544 shares — an estimated $20K sold.

Patriot Financial Group Insurance Agency first reported a position in EWD in Q4 2017 and held it in 1 quarter. The position peaked at $20K in Q4 2017. 80 funds tracked by Wall St. Rank hold EWD as of Q1 2018.

Patriot Financial Group Insurance Agency reported no remaining iShares MSCI Sweden ETF position as of Q1 2018 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 544 iShares MSCI Sweden ETF shares in Q1 2018, an estimated $20K.
Patriot Financial Group Insurance Agency first reported a position in iShares MSCI Sweden ETF in Q4 2017 and held it in 1 quarter.
Patriot Financial Group Insurance Agency's iShares MSCI Sweden ETF position peaked at $20K in Q4 2017.
80 funds tracked by Wall St. Rank held iShares MSCI Sweden ETF as of Q1 2018.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q1 2018, filed 14 May 2018.