SIM
EWC icon

Sonora Investment Management’s iShares MSCI Canada ETF EWC Stock Holding History

Sonora Investment Management’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
2020
Q3 		– Sell
-103
Closed -$3K – 1800
2020
Q2 		$3K Buy
+103
New +$2.52K ﹤0.01% 1510
2015
Q4 		– Sell
-500
Closed -$12K – 910
2015
Q3 		$12K Buy
+500
New +$12.3K ﹤0.01% 435

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

Sonora Investment Management's EWC Position: Q3 2020 in Review

Sonora Investment Management sold out of iShares MSCI Canada ETF (EWC) in Q3 2020, closing a stake of 103 shares — an estimated $3K sold.

Sonora Investment Management first reported a position in EWC in Q3 2015 and held it in 2 quarters. The position peaked at $12K in Q3 2015. 223 funds tracked by Wall St. Rank hold EWC as of Q3 2020.

  • Sonora Investment Management reported no remaining iShares MSCI Canada ETF position as of Q3 2020 after selling out during the quarter.
  • Sonora Investment Management sold 103 iShares MSCI Canada ETF shares in Q3 2020, an estimated $3K.
  • Sonora Investment Management first reported a position in iShares MSCI Canada ETF in Q3 2015 and held it in 2 quarters.
  • Sonora Investment Management's iShares MSCI Canada ETF position peaked at $12K in Q3 2015.
  • 223 funds tracked by Wall St. Rank held iShares MSCI Canada ETF as of Q3 2020.

Based on Sonora Investment Management's 13F filing for Q3 2020, filed 26 Oct 2020.