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Sather Financial Group’s iShares MSCI Canada ETF EWC Stock Holding History

Sather Financial Group’s Portfolio EWC Stock Details EWC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-8,465
Closed -$241K – 63
2018
Q2 		$241K Hold
8,465
– – 0.05% 70
2018
Q1 		$233K Buy
+8,465
New +$243K 0.05% 69

Other funds holding EWC

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
LMGAM
Liberty Mutual Group Asset Management Boston, Massachusetts $1.15B AUM 29.1% 1-Year Est. Return

Sather Financial Group's EWC Position: Q3 2018 in Review

Sather Financial Group sold out of iShares MSCI Canada ETF (EWC) in Q3 2018, closing a stake of 8,465 shares — an estimated $241K sold.

Sather Financial Group first reported a position in EWC in Q1 2018 and held it in 2 quarters. The position peaked at $241K in Q2 2018. 245 funds tracked by Wall St. Rank hold EWC as of Q3 2018.

  • Sather Financial Group reported no remaining iShares MSCI Canada ETF position as of Q3 2018 after selling out during the quarter.
  • Sather Financial Group sold 8,465 iShares MSCI Canada ETF shares in Q3 2018, an estimated $241K.
  • Sather Financial Group first reported a position in iShares MSCI Canada ETF in Q1 2018 and held it in 2 quarters.
  • Sather Financial Group's iShares MSCI Canada ETF position peaked at $241K in Q2 2018.
  • 245 funds tracked by Wall St. Rank held iShares MSCI Canada ETF as of Q3 2018.

Based on Sather Financial Group's 13F filing for Q3 2018, filed 7 Nov 2018.