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Stratos Wealth Partners’s iShares MSCI New Zealand ETF ENZL Stock Holding History

Stratos Wealth Partners’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
2018
Q4 		– Sell
-114
Closed -$6K – 1279
2018
Q3 		$6K Buy
+114
New +$5.5K ﹤0.01% 2374
2018
Q2 		– Sell
-112
Closed -$5K – 1418
2018
Q1 		$5K Hold
112
– – ﹤0.01% 2596
2017
Q4 		$5K Buy
+112
New +$5.18K ﹤0.01% 2385

Other funds holding ENZL

CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
CPA
Capital Planning Advisors Roseville, California $692M AUM 21.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IC
Innealta Capital Austin, Texas $161M AUM 23.8% 1-Year Est. Return
WAM
Weatherly Asset Management Del Mar, California $1.24B AUM 22.2% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Stratos Wealth Partners's ENZL Position: Q4 2018 in Review

Stratos Wealth Partners sold out of iShares MSCI New Zealand ETF (ENZL) in Q4 2018, closing a stake of 114 shares — an estimated $6K sold.

Stratos Wealth Partners first reported a position in ENZL in Q4 2017 and held it in 3 quarters. The position peaked at $6K in Q3 2018. 49 funds tracked by Wall St. Rank hold ENZL as of Q4 2018.

  • Stratos Wealth Partners reported no remaining iShares MSCI New Zealand ETF position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 114 iShares MSCI New Zealand ETF shares in Q4 2018, an estimated $6K.
  • Stratos Wealth Partners first reported a position in iShares MSCI New Zealand ETF in Q4 2017 and held it in 3 quarters.
  • Stratos Wealth Partners's iShares MSCI New Zealand ETF position peaked at $6K in Q3 2018.
  • 49 funds tracked by Wall St. Rank held iShares MSCI New Zealand ETF as of Q4 2018.

Based on Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.