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San Francisco Sentry Investment Group’s iShares MSCI Brazil ETF EWZ Stock Holding History

San Francisco Sentry Investment Group’s Portfolio EWZ Stock Details EWZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-150
Closed -$5K – 918
2017
Q2 		$5K Buy
+150
New +$5.39K ﹤0.01% 601
2014
Q4 		– Sell
-100
Closed -$4K – 241
2014
Q3 		$4K Hold
100
– – ﹤0.01% 550
2014
Q2 		$5K Sell
100
-275
-73% -$13.2K ﹤0.01% 541
2014
Q1 		$17K Buy
375
+175
+88% +$7.18K 0.01% 464
2013
Q4 		$9K Hold
200
– – ﹤0.01% 513
2013
Q3 		$10K Buy
+200
New +$8.89K ﹤0.01% 477

Other funds holding EWZ

PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T2I
Turim 21 Investimentos Rio De Janeiro, Brazil $399M AUM 20.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
QIM
Quantitative Investment Management Charlottesville, Virginia $963M AUM 12.95% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

San Francisco Sentry Investment Group's EWZ Position: Q3 2017 in Review

San Francisco Sentry Investment Group sold out of iShares MSCI Brazil ETF (EWZ) in Q3 2017, closing a stake of 150 shares — an estimated $5K sold.

San Francisco Sentry Investment Group first reported a position in EWZ in Q3 2013 and held it in 6 quarters. The position peaked at $17K in Q1 2014. 233 funds tracked by Wall St. Rank hold EWZ as of Q3 2017.

  • San Francisco Sentry Investment Group reported no remaining iShares MSCI Brazil ETF position as of Q3 2017 after selling out during the quarter.
  • San Francisco Sentry Investment Group sold 150 iShares MSCI Brazil ETF shares in Q3 2017, an estimated $5K.
  • San Francisco Sentry Investment Group first reported a position in iShares MSCI Brazil ETF in Q3 2013 and held it in 6 quarters.
  • San Francisco Sentry Investment Group's iShares MSCI Brazil ETF position peaked at $17K in Q1 2014.
  • 233 funds tracked by Wall St. Rank held iShares MSCI Brazil ETF as of Q3 2017.

Based on San Francisco Sentry Investment Group's 13F filing for Q3 2017, filed 13 Nov 2017.