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

SevenBridge 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
2019 Q3	–	Sell	-100	Closed	-$3K	–	277
2019 Q2	$3K	Hold	100	–	–	﹤0.01%	563
2019 Q1	$3K	Hold	100	–	–	﹤0.01%	531
2018 Q4	$2K	Hold	100	–	–	﹤0.01%	515
2018 Q3	$3K	Hold	100	–	–	﹤0.01%	527
2018 Q2	$3K	Hold	100	–	–	﹤0.01%	534
2018 Q1	$3K	Hold	100	–	–	﹤0.01%	541
2017 Q4	$3K	Hold	100	–	–	﹤0.01%	554
2017 Q3	$3K	Hold	100	–	–	﹤0.01%	552
2017 Q2	$3K	Hold	100	–	–	﹤0.01%	568
2017 Q1	$3K	Sell	100 -600	-86%	-$16.2K	﹤0.01%	549
2016 Q4	$18K	Hold	700	–	–	0.01%	382
2016 Q3	$18K	Hold	700	–	–	0.01%	378
2016 Q2	$17K	Buy	+700	New	+$17.1K	0.01%	435

Other funds holding EWC

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

ZIG

Zurich Insurance Group Zurich, Switzerland $14.4B AUM 63.77% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LMGAM

Liberty Mutual Group Asset Management Boston, Massachusetts $1.15B AUM 29.1% 1-Year Est. Return

SevenBridge Financial Group's EWC Position: Q3 2019 in Review

SevenBridge Financial Group sold out of iShares MSCI Canada ETF (EWC) in Q3 2019, closing a stake of 100 shares — an estimated $3K sold.

SevenBridge Financial Group first reported a position in EWC in Q2 2016 and held it in 13 quarters. The position peaked at $18K in Q4 2016. 234 funds tracked by Wall St. Rank hold EWC as of Q3 2019.

SevenBridge Financial Group reported no remaining iShares MSCI Canada ETF position as of Q3 2019 after selling out during the quarter.
SevenBridge Financial Group sold 100 iShares MSCI Canada ETF shares in Q3 2019, an estimated $3K.
SevenBridge Financial Group first reported a position in iShares MSCI Canada ETF in Q2 2016 and held it in 13 quarters.
SevenBridge Financial Group's iShares MSCI Canada ETF position peaked at $18K in Q4 2016.
234 funds tracked by Wall St. Rank held iShares MSCI Canada ETF as of Q3 2019.

Based on SevenBridge Financial Group's 13F filing for Q3 2019, filed 9 Oct 2019.