Patten & Patten’s iShares MSCI Australia ETF EWA Stock Holding History

Patten & Patten’s Portfolio EWA Stock Details EWA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2013 Q4	–	Sell	-13,185	Closed	-$333K	–	252
2013 Q3	$333K	Sell	13,185 -5,825	-31%	-$140K	0.05%	192
2013 Q2	$429K	Buy	+19,010	New	+$491K	0.07%	169

Other funds holding EWA

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

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

NLI

Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

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

PVH

Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Patten & Patten's EWA Position: Q4 2013 in Review

Patten & Patten sold out of iShares MSCI Australia ETF (EWA) in Q4 2013, closing a stake of 13,185 shares — an estimated $333K sold.

Patten & Patten first reported a position in EWA in Q2 2013 and held it in 2 quarters. The position peaked at $429K in Q2 2013. 181 funds tracked by Wall St. Rank hold EWA as of Q4 2013.

Patten & Patten reported no remaining iShares MSCI Australia ETF position as of Q4 2013 after selling out during the quarter.
Patten & Patten sold 13,185 iShares MSCI Australia ETF shares in Q4 2013, an estimated $333K.
Patten & Patten first reported a position in iShares MSCI Australia ETF in Q2 2013 and held it in 2 quarters.
Patten & Patten's iShares MSCI Australia ETF position peaked at $429K in Q2 2013.
181 funds tracked by Wall St. Rank held iShares MSCI Australia ETF as of Q4 2013.

Based on Patten & Patten's 13F filing for Q4 2013, filed 15 Jan 2014.