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TCI Wealth Advisors’s iShares MSCI Sweden ETF EWD Stock Holding History

TCI Wealth Advisors’s Portfolio EWD Stock Details EWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-1,125
Closed -$34K – 799
2013
Q2 		$34K Buy
+1,125
New +$36.6K 0.03% 249

Other funds holding EWD

LTI
Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCYC
Richard C. Young & Co Newport, Rhode Island $1.21B AUM 38.41% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

TCI Wealth Advisors's EWD Position: Q3 2013 in Review

TCI Wealth Advisors sold out of iShares MSCI Sweden ETF (EWD) in Q3 2013, closing a stake of 1,125 shares — an estimated $34K sold.

TCI Wealth Advisors first reported a position in EWD in Q2 2013 and held it in 1 quarter. The position peaked at $34K in Q2 2013. 81 funds tracked by Wall St. Rank hold EWD as of Q3 2013.

  • TCI Wealth Advisors reported no remaining iShares MSCI Sweden ETF position as of Q3 2013 after selling out during the quarter.
  • TCI Wealth Advisors sold 1,125 iShares MSCI Sweden ETF shares in Q3 2013, an estimated $34K.
  • TCI Wealth Advisors first reported a position in iShares MSCI Sweden ETF in Q2 2013 and held it in 1 quarter.
  • TCI Wealth Advisors's iShares MSCI Sweden ETF position peaked at $34K in Q2 2013.
  • 81 funds tracked by Wall St. Rank held iShares MSCI Sweden ETF as of Q3 2013.

Based on TCI Wealth Advisors's 13F filing for Q3 2013, filed 25 Oct 2013.