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Spruce Investment Advisors’s iShares MSCI Brazil ETF EWZ Stock Holding History

Spruce Investment Advisors’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
2014
Q3 		– Sell
-62,152
Closed -$2.97M – 29
2014
Q2 		$2.97M Buy
+62,152
New +$2.98M 0.9% 14

Other funds holding EWZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 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
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
MAM
Marketfield Asset Management New York $127M AUM 30.51% 1-Year Est. Return
Credit Agricole
Credit Agricole Montrouge Cedex, France $38.1B AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Spruce Investment Advisors's EWZ Position: Q3 2014 in Review

Spruce Investment Advisors sold out of iShares MSCI Brazil ETF (EWZ) in Q3 2014, closing a stake of 62,152 shares — an estimated $2.97M sold.

Spruce Investment Advisors first reported a position in EWZ in Q2 2014 and held it in 1 quarter. The position peaked at $2.97M in Q2 2014. 266 funds tracked by Wall St. Rank hold EWZ as of Q3 2014.

  • Spruce Investment Advisors reported no remaining iShares MSCI Brazil ETF position as of Q3 2014 after selling out during the quarter.
  • Spruce Investment Advisors sold 62,152 iShares MSCI Brazil ETF shares in Q3 2014, an estimated $2.97M.
  • Spruce Investment Advisors first reported a position in iShares MSCI Brazil ETF in Q2 2014 and held it in 1 quarter.
  • Spruce Investment Advisors's iShares MSCI Brazil ETF position peaked at $2.97M in Q2 2014.
  • 266 funds tracked by Wall St. Rank held iShares MSCI Brazil ETF as of Q3 2014.

Based on Spruce Investment Advisors's 13F filing for Q3 2014, filed 10 Nov 2014.