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Thomas J. Herzfeld Advisors’s iShares MSCI Sweden ETF EWD Stock Holding History

Thomas J. Herzfeld 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
2015
Q1 		– Sell
-33
Closed -$1K – 300
2014
Q4 		$1K Hold
33
– – ﹤0.01% 305
2014
Q3 		$1K Hold
33
– – ﹤0.01% 277
2014
Q2 		$1K Buy
+33
New +$1.21K ﹤0.01% 285

Other funds holding EWD

PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return
AGA
Accuvest Global Advisors Provo, Utah $107M AUM 6.41% 1-Year Est. Return
GH
GAM Holding Zurich, Switzerland $1.57B AUM 25.73% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Thomas J. Herzfeld Advisors's EWD Position: Q1 2015 in Review

Thomas J. Herzfeld Advisors sold out of iShares MSCI Sweden ETF (EWD) in Q1 2015, closing a stake of 33 shares — an estimated $1K sold.

Thomas J. Herzfeld Advisors first reported a position in EWD in Q2 2014 and held it in 3 quarters. The position peaked at $1K in Q4 2014. 63 funds tracked by Wall St. Rank hold EWD as of Q1 2015.

  • Thomas J. Herzfeld Advisors reported no remaining iShares MSCI Sweden ETF position as of Q1 2015 after selling out during the quarter.
  • Thomas J. Herzfeld Advisors sold 33 iShares MSCI Sweden ETF shares in Q1 2015, an estimated $1K.
  • Thomas J. Herzfeld Advisors first reported a position in iShares MSCI Sweden ETF in Q2 2014 and held it in 3 quarters.
  • Thomas J. Herzfeld Advisors's iShares MSCI Sweden ETF position peaked at $1K in Q4 2014.
  • 63 funds tracked by Wall St. Rank held iShares MSCI Sweden ETF as of Q1 2015.

Based on Thomas J. Herzfeld Advisors's 13F filing for Q1 2015, filed 15 May 2015.