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Roosevelt Investment Group’s iShares MSCI Belgium ETF EWK Stock Holding History

Roosevelt Investment Group’s Portfolio EWK Stock Details EWK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-66,297
Closed -$930K – 271
2013
Q2 		$930K Buy
+66,297
New +$960K 0.04% 156

Other funds holding EWK

AIA
Arrow Investment Advisors Laurel, Maryland $93.9M AUM 10.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
ZIM
Zacks Investment Management Chicago, Illinois $12.5B AUM 29.36% 1-Year Est. Return
HSA
Hussman Strategic Advisors Ellicott City, Maryland $463M AUM 16% 1-Year Est. Return
Axa
Axa Paris, France $256M AUM 25.01% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Roosevelt Investment Group's EWK Position: Q3 2013 in Review

Roosevelt Investment Group sold out of iShares MSCI Belgium ETF (EWK) in Q3 2013, closing a stake of 66,297 shares — an estimated $930K sold.

Roosevelt Investment Group first reported a position in EWK in Q2 2013 and held it in 1 quarter. The position peaked at $930K in Q2 2013. 28 funds tracked by Wall St. Rank hold EWK as of Q3 2013.

  • Roosevelt Investment Group reported no remaining iShares MSCI Belgium ETF position as of Q3 2013 after selling out during the quarter.
  • Roosevelt Investment Group sold 66,297 iShares MSCI Belgium ETF shares in Q3 2013, an estimated $930K.
  • Roosevelt Investment Group first reported a position in iShares MSCI Belgium ETF in Q2 2013 and held it in 1 quarter.
  • Roosevelt Investment Group's iShares MSCI Belgium ETF position peaked at $930K in Q2 2013.
  • 28 funds tracked by Wall St. Rank held iShares MSCI Belgium ETF as of Q3 2013.

Based on Roosevelt Investment Group's 13F filing for Q3 2013, filed 14 Nov 2013.