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Rotella Capital Management’s iShares MSCI Japan ETF EWJ Stock Holding History

Rotella Capital 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
2013
Q4 		– Sell
-3,200
Closed -$152K – 108
2013
Q3 		$152K Sell
3,200
-1,625
-34% -$75.2K 0.28% 77
2013
Q2 		$217K Buy
+4,825
New +$218K 0.69% 35

Other funds holding EWJ

PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.95B AUM 25.05% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
MAM
Marketfield Asset Management New York $127M AUM 30.51% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Rotella Capital Management's EWJ Position: Q4 2013 in Review

Rotella Capital Management sold out of iShares MSCI Japan ETF (EWJ) in Q4 2013, closing a stake of 3,200 shares — an estimated $152K sold.

Rotella Capital Management first reported a position in EWJ in Q2 2013 and held it in 2 quarters. The position peaked at $217K in Q2 2013. 345 funds tracked by Wall St. Rank hold EWJ as of Q4 2013.

  • Rotella Capital Management reported no remaining iShares MSCI Japan ETF position as of Q4 2013 after selling out during the quarter.
  • Rotella Capital Management sold 3,200 iShares MSCI Japan ETF shares in Q4 2013, an estimated $152K.
  • Rotella Capital Management first reported a position in iShares MSCI Japan ETF in Q2 2013 and held it in 2 quarters.
  • Rotella Capital Management's iShares MSCI Japan ETF position peaked at $217K in Q2 2013.
  • 345 funds tracked by Wall St. Rank held iShares MSCI Japan ETF as of Q4 2013.

Based on Rotella Capital Management's 13F filing for Q4 2013, filed 6 Mar 2014.