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Richard C. Young & Co’s iShares MSCI Canada ETF EWC Stock Holding History

Richard C. Young & Co’s Portfolio EWC Stock Details EWC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-18,917
Closed -$536K – 62
2013
Q3 		$536K Sell
18,917
-306
-2% -$8.48K 0.12% 55
2013
Q2 		$503K Buy
+19,223
New +$530K 0.13% 54

Other funds holding EWC

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
QI
Qualcomm Inc San Diego, California $32.1M AUM 5.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Richard C. Young & Co's EWC Position: Q4 2013 in Review

Richard C. Young & Co sold out of iShares MSCI Canada ETF (EWC) in Q4 2013, closing a stake of 18,917 shares — an estimated $536K sold.

Richard C. Young & Co first reported a position in EWC in Q2 2013 and held it in 2 quarters. The position peaked at $536K in Q3 2013. 265 funds tracked by Wall St. Rank hold EWC as of Q4 2013.

  • Richard C. Young & Co reported no remaining iShares MSCI Canada ETF position as of Q4 2013 after selling out during the quarter.
  • Richard C. Young & Co sold 18,917 iShares MSCI Canada ETF shares in Q4 2013, an estimated $536K.
  • Richard C. Young & Co first reported a position in iShares MSCI Canada ETF in Q2 2013 and held it in 2 quarters.
  • Richard C. Young & Co's iShares MSCI Canada ETF position peaked at $536K in Q3 2013.
  • 265 funds tracked by Wall St. Rank held iShares MSCI Canada ETF as of Q4 2013.

Based on Richard C. Young & Co's 13F filing for Q4 2013, filed 13 Feb 2014.