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Prospera Financial Services’s iShares MSCI New Zealand ETF ENZL Stock Holding History

Prospera Financial Services’s Portfolio ENZL Stock Details ENZL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-25,944
Closed -$1.06M – 393
2016
Q4 		$1.06M Sell
25,944
-1,926
-7% -$81.7K 0.21% 91
2016
Q3 		$1.3M Buy
+27,870
New +$1.28M 0.26% 71

Other funds holding ENZL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HA
Hays Advisory Franklin, Tennessee $157M AUM 9.67% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return
WOA
Water Oak Advisors Winter Park, Florida $155M AUM 6.37% 1-Year Est. Return
AC
AFAM Capital Austin, Texas $718M AUM 12.09% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Prospera Financial Services's ENZL Position: Q1 2017 in Review

Prospera Financial Services sold out of iShares MSCI New Zealand ETF (ENZL) in Q1 2017, closing a stake of 25,944 shares — an estimated $1.06M sold.

Prospera Financial Services first reported a position in ENZL in Q3 2016 and held it in 2 quarters. The position peaked at $1.3M in Q3 2016. 50 funds tracked by Wall St. Rank hold ENZL as of Q1 2017.

  • Prospera Financial Services reported no remaining iShares MSCI New Zealand ETF position as of Q1 2017 after selling out during the quarter.
  • Prospera Financial Services sold 25,944 iShares MSCI New Zealand ETF shares in Q1 2017, an estimated $1.06M.
  • Prospera Financial Services first reported a position in iShares MSCI New Zealand ETF in Q3 2016 and held it in 2 quarters.
  • Prospera Financial Services's iShares MSCI New Zealand ETF position peaked at $1.3M in Q3 2016.
  • 50 funds tracked by Wall St. Rank held iShares MSCI New Zealand ETF as of Q1 2017.

Based on Prospera Financial Services's 13F filing for Q1 2017, filed 13 Apr 2017.