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Sterling Investment Advisors (Pennsylvania)’s iShares MSCI Brazil ETF EWZ Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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
2018
Q2 		– Sell
-300
Closed -$13K – 391
2018
Q1 		$13K Buy
+300
New +$13.4K 0.01% 303

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BA
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UBS Group
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BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 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
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
ACJ
Autonomy Capital (Jersey) St. Helier, Jersey $54.8M AUM 37.27% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s EWZ Position: Q2 2018 in Review

Sterling Investment Advisors (Pennsylvania) sold out of iShares MSCI Brazil ETF (EWZ) in Q2 2018, closing a stake of 300 shares — an estimated $13K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in EWZ in Q1 2018 and held it in 1 quarter. The position peaked at $13K in Q1 2018. 231 funds tracked by Wall St. Rank hold EWZ as of Q2 2018.

  • Sterling Investment Advisors (Pennsylvania) reported no remaining iShares MSCI Brazil ETF position as of Q2 2018 after selling out during the quarter.
  • Sterling Investment Advisors (Pennsylvania) sold 300 iShares MSCI Brazil ETF shares in Q2 2018, an estimated $13K.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in iShares MSCI Brazil ETF in Q1 2018 and held it in 1 quarter.
  • Sterling Investment Advisors (Pennsylvania)'s iShares MSCI Brazil ETF position peaked at $13K in Q1 2018.
  • 231 funds tracked by Wall St. Rank held iShares MSCI Brazil ETF as of Q2 2018.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q2 2018, filed 26 Jul 2018.