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Regent Investment Management’s iShares MSCI Japan ETF EWJ Stock Holding History

Regent Investment Management’s Portfolio EWJ Stock Details EWJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-3,350
Closed -$168K – 185
2016
Q3 		$168K Buy
+3,350
New +$163K 0.09% 176
2013
Q3 		– Sell
-4,000
Closed -$180K – 169
2013
Q2 		$180K Buy
+4,000
New +$181K 0.14% 146

Other funds holding EWJ

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BOTOTLSJU
Board of Trustees of The Leland Stanford Junior University Redwood City, California $533M AUM 65.58% 1-Year Est. Return

Regent Investment Management's EWJ Position: Q4 2016 in Review

Regent Investment Management sold out of iShares MSCI Japan ETF (EWJ) in Q4 2016, closing a stake of 3,350 shares — an estimated $168K sold.

Regent Investment Management first reported a position in EWJ in Q2 2013 and held it in 2 quarters. The position peaked at $180K in Q2 2013. 342 funds tracked by Wall St. Rank hold EWJ as of Q4 2016.

  • Regent Investment Management reported no remaining iShares MSCI Japan ETF position as of Q4 2016 after selling out during the quarter.
  • Regent Investment Management sold 3,350 iShares MSCI Japan ETF shares in Q4 2016, an estimated $168K.
  • Regent Investment Management first reported a position in iShares MSCI Japan ETF in Q2 2013 and held it in 2 quarters.
  • Regent Investment Management's iShares MSCI Japan ETF position peaked at $180K in Q2 2013.
  • 342 funds tracked by Wall St. Rank held iShares MSCI Japan ETF as of Q4 2016.

Based on Regent Investment Management's 13F filing for Q4 2016, filed 30 Jan 2017.