SevenBridge Financial Group’s iShares MSCI Japan ETF EWJ Stock Holding History

SevenBridge Financial Group’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
2018 Q3	–	Sell	-400	Closed	-$23K	–	595
2018 Q2	$23K	Sell	400 -300	-43%	-$18.1K	0.01%	325
2018 Q1	$42K	Hold	700	–	–	0.02%	259
2017 Q4	$42K	Hold	700	–	–	0.02%	275
2017 Q3	$39K	Hold	700	–	–	0.02%	289
2017 Q2	$38K	Hold	700	–	–	0.02%	292
2017 Q1	$36K	Buy	+700	New	+$35.8K	0.02%	297
2016 Q3	–	Sell	-250	Closed	-$12K	–	635
2016 Q2	$12K	Buy	+250	New	+$11.6K	0.01%	490

Other funds holding EWJ

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

IUHSA

Itau Unibanco Holding S.A. Sao Paulo, Brazil $5.27B AUM 41.17% 1-Year Est. Return

SevenBridge Financial Group's EWJ Position: Q3 2018 in Review

SevenBridge Financial Group sold out of iShares MSCI Japan ETF (EWJ) in Q3 2018, closing a stake of 400 shares — an estimated $23K sold.

SevenBridge Financial Group first reported a position in EWJ in Q2 2016 and held it in 7 quarters. The position peaked at $42K in Q1 2018. 450 funds tracked by Wall St. Rank hold EWJ as of Q3 2018.

SevenBridge Financial Group reported no remaining iShares MSCI Japan ETF position as of Q3 2018 after selling out during the quarter.
SevenBridge Financial Group sold 400 iShares MSCI Japan ETF shares in Q3 2018, an estimated $23K.
SevenBridge Financial Group first reported a position in iShares MSCI Japan ETF in Q2 2016 and held it in 7 quarters.
SevenBridge Financial Group's iShares MSCI Japan ETF position peaked at $42K in Q1 2018.
450 funds tracked by Wall St. Rank held iShares MSCI Japan ETF as of Q3 2018.

Based on SevenBridge Financial Group's 13F filing for Q3 2018, filed 14 Nov 2018.