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Roffman Miller Associates’s iShares MSCI Australia ETF EWA Stock Holding History

Roffman Miller Associates’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
2014
Q1 		– Sell
-27,117
Closed -$661K – 72
2013
Q4 		$661K Sell
27,117
-3,240
-11% -$82.8K 0.15% 62
2013
Q3 		$767K Sell
30,357
-205
-0.7% -$4.93K 0.19% 59
2013
Q2 		$690K Buy
+30,562
New +$789K 0.18% 60

Other funds holding EWA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
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
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Roffman Miller Associates's EWA Position: Q1 2014 in Review

Roffman Miller Associates sold out of iShares MSCI Australia ETF (EWA) in Q1 2014, closing a stake of 27,117 shares — an estimated $661K sold.

Roffman Miller Associates first reported a position in EWA in Q2 2013 and held it in 3 quarters. The position peaked at $767K in Q3 2013. 178 funds tracked by Wall St. Rank hold EWA as of Q1 2014.

  • Roffman Miller Associates reported no remaining iShares MSCI Australia ETF position as of Q1 2014 after selling out during the quarter.
  • Roffman Miller Associates sold 27,117 iShares MSCI Australia ETF shares in Q1 2014, an estimated $661K.
  • Roffman Miller Associates first reported a position in iShares MSCI Australia ETF in Q2 2013 and held it in 3 quarters.
  • Roffman Miller Associates's iShares MSCI Australia ETF position peaked at $767K in Q3 2013.
  • 178 funds tracked by Wall St. Rank held iShares MSCI Australia ETF as of Q1 2014.

Based on Roffman Miller Associates's 13F filing for Q1 2014, filed 21 May 2014.