RIG
EWT icon

Roosevelt Investment Group’s iShares MSCI Taiwan ETF EWT Stock Holding History

Roosevelt Investment Group’s Portfolio EWT Stock Details EWT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-20,033
Closed -$578K – 243
2013
Q4 		$578K Buy
20,033
+3,239
+19% +$92.3K 0.03% 194
2013
Q3 		$467K Sell
16,794
-2,843
-14% -$77.8K 0.02% 206
2013
Q2 		$522K Buy
+19,637
New +$533K 0.02% 195

Other funds holding EWT

State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return
SIM
Strategic Investment Management Arlington, Virginia $291M AUM 20.58% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
AG
Ashmore Group London, United Kingdom $773M AUM 50.56% 1-Year Est. Return
RCG
Rock Creek Group Washington, District of Columbia $994M AUM 11.29% 1-Year Est. Return
GI
Glovista Investments Jersey City, New Jersey $215M AUM 10.51% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.95B AUM 25.05% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return

Roosevelt Investment Group's EWT Position: Q1 2014 in Review

Roosevelt Investment Group sold out of iShares MSCI Taiwan ETF (EWT) in Q1 2014, closing a stake of 20,033 shares — an estimated $578K sold.

Roosevelt Investment Group first reported a position in EWT in Q2 2013 and held it in 3 quarters. The position peaked at $578K in Q4 2013. 188 funds tracked by Wall St. Rank hold EWT as of Q1 2014.

  • Roosevelt Investment Group reported no remaining iShares MSCI Taiwan ETF position as of Q1 2014 after selling out during the quarter.
  • Roosevelt Investment Group sold 20,033 iShares MSCI Taiwan ETF shares in Q1 2014, an estimated $578K.
  • Roosevelt Investment Group first reported a position in iShares MSCI Taiwan ETF in Q2 2013 and held it in 3 quarters.
  • Roosevelt Investment Group's iShares MSCI Taiwan ETF position peaked at $578K in Q4 2013.
  • 188 funds tracked by Wall St. Rank held iShares MSCI Taiwan ETF as of Q1 2014.

Based on Roosevelt Investment Group's 13F filing for Q1 2014, filed 13 May 2014.