Stifel Financial’s iShares MSCI New Zealand ETF ENZL Stock Holding History

Stifel Financial’s Portfolio ENZL Stock Details ENZL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-3,603	Closed	-$210K	–	2891
2019 Q4	$210K	Buy	+3,603	New	+$195K	﹤0.01%	2735
2018 Q3	–	Sell	-5,148	Closed	-$244K	–	2770
2018 Q2	$244K	Hold	5,148	–	–	﹤0.01%	2432
2018 Q1	$249K	Hold	5,148	–	–	﹤0.01%	2352
2017 Q4	$242K	Sell	5,148 -3,003	-37%	-$139K	﹤0.01%	2329
2017 Q3	$384K	Sell	8,151 -995	-11%	-$46.6K	﹤0.01%	2042
2017 Q2	$423K	Sell	9,146 -4,488	-33%	-$197K	﹤0.01%	1958
2017 Q1	$574K	Sell	13,634 -2,037	-13%	-$86K	﹤0.01%	1739
2016 Q4	$622K	Sell	15,671 -2,304	-13%	-$97.8K	﹤0.01%	1659
2016 Q3	$838K	Buy	+17,975	New	+$828K	﹤0.01%	1432
2015 Q3	–	Sell	-38,366	Closed	-$1.33M	–	2280
2015 Q2	$1.33M	Buy	38,366 +90	+0.2%	+$3.51K	0.01%	1214
2015 Q1	$1.53M	Buy	38,276 +2,148	+6%	+$86K	0.01%	1063
2014 Q4	$1.45M	Sell	36,128 -738	-2%	-$29.3K	0.01%	1078
2014 Q3	$1.42M	Sell	36,866 -1,026	-3%	-$41.7K	0.01%	922
2014 Q2	$1.6M	Sell	37,892 -4,568	-11%	-$195K	0.01%	875
2014 Q1	$1.82M	Buy	+42,460	New	+$1.69M	0.02%	779

Other funds holding ENZL

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CPA

Capital Planning Advisors Roseville, California $692M AUM 21.81% 1-Year Est. Return

MAM

Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return

Innealta Capital Austin, Texas $161M AUM 23.8% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

MGWM

Marks Group Wealth Management Minnetonka, Minnesota $1.04B AUM 8.96% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Stifel Financial's ENZL Position: Q1 2020 in Review

Stifel Financial sold out of iShares MSCI New Zealand ETF (ENZL) in Q1 2020, closing a stake of 3,603 shares — an estimated $210K sold.

Stifel Financial first reported a position in ENZL in Q1 2014 and held it in 15 quarters. The position peaked at $1.82M in Q1 2014. 49 funds tracked by Wall St. Rank hold ENZL as of Q1 2020.

Stifel Financial reported no remaining iShares MSCI New Zealand ETF position as of Q1 2020 after selling out during the quarter.
Stifel Financial sold 3,603 iShares MSCI New Zealand ETF shares in Q1 2020, an estimated $210K.
Stifel Financial first reported a position in iShares MSCI New Zealand ETF in Q1 2014 and held it in 15 quarters.
Stifel Financial's iShares MSCI New Zealand ETF position peaked at $1.82M in Q1 2014.
49 funds tracked by Wall St. Rank held iShares MSCI New Zealand ETF as of Q1 2020.

Based on Stifel Financial's 13F filing for Q1 2020, filed 14 May 2020.