Patriot Financial Group Insurance Agency’s iShares MSCI Italy ETF EWI Stock Holding History

Patriot Financial Group Insurance Agency’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
2018 Q3	–	Sell	-337	Closed	-$10K	–	996
2018 Q2	$10K	Buy	+337	New	+$10.7K	0.01%	392
2018 Q1	–	Sell	-360	Closed	-$9K	–	957
2017 Q4	$9K	Buy	360 +47	+15%	+$1.45K	0.01%	603
2017 Q3	$10K	Sell	313 -173	-36%	-$5.19K	0.01%	547
2017 Q2	$14K	Buy	486 +407	+515%	+$11.1K	0.01%	458
2017 Q1	$2K	Sell	79 -289	-79%	-$7.07K	﹤0.01%	757
2016 Q4	$9K	Buy	+368	New	+$8.27K	0.01%	477

Other funds holding EWI

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

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

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

AII

AGF Investments Inc Toronto, Ontario, Canada $10.6B AUM 4.37% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

Patriot Financial Group Insurance Agency's EWI Position: Q3 2018 in Review

Patriot Financial Group Insurance Agency sold out of iShares MSCI Italy ETF (EWI) in Q3 2018, closing a stake of 337 shares — an estimated $10K sold.

Patriot Financial Group Insurance Agency first reported a position in EWI in Q4 2016 and held it in 6 quarters. The position peaked at $14K in Q2 2017. 78 funds tracked by Wall St. Rank hold EWI as of Q3 2018.

Patriot Financial Group Insurance Agency reported no remaining iShares MSCI Italy ETF position as of Q3 2018 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 337 iShares MSCI Italy ETF shares in Q3 2018, an estimated $10K.
Patriot Financial Group Insurance Agency first reported a position in iShares MSCI Italy ETF in Q4 2016 and held it in 6 quarters.
Patriot Financial Group Insurance Agency's iShares MSCI Italy ETF position peaked at $14K in Q2 2017.
78 funds tracked by Wall St. Rank held iShares MSCI Italy ETF as of Q3 2018.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2018, filed 30 Oct 2018.