TF
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Tompkins Financial’s iShares MSCI Brazil ETF EWZ Stock Holding History

Tompkins Financial’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
2014
Q4 		– Sell
-300
Closed -$13K – 476
2014
Q3 		$13K Buy
300
+200
+200% +$9.89K ﹤0.01% 355
2014
Q2 		$5K Hold
100
– – ﹤0.01% 438
2014
Q1 		$5K Hold
100
– – ﹤0.01% 433
2013
Q4 		$4K Sell
100
-420
-81% -$20K ﹤0.01% 471
2013
Q3 		$25K Hold
520
– – 0.01% 330
2013
Q2 		$23K Buy
+520
New +$27K 0.01% 335

Other funds holding EWZ

CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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
Parallax Volatility Advisers
Parallax Volatility Advisers San Francisco, California $38.6B AUM 45.89% 1-Year Est. Return
NM
NWI Management New York $1.76B AUM 45.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Tompkins Financial's EWZ Position: Q4 2014 in Review

Tompkins Financial sold out of iShares MSCI Brazil ETF (EWZ) in Q4 2014, closing a stake of 300 shares — an estimated $13K sold.

Tompkins Financial first reported a position in EWZ in Q2 2013 and held it in 6 quarters. The position peaked at $25K in Q3 2013. 227 funds tracked by Wall St. Rank hold EWZ as of Q4 2014.

  • Tompkins Financial reported no remaining iShares MSCI Brazil ETF position as of Q4 2014 after selling out during the quarter.
  • Tompkins Financial sold 300 iShares MSCI Brazil ETF shares in Q4 2014, an estimated $13K.
  • Tompkins Financial first reported a position in iShares MSCI Brazil ETF in Q2 2013 and held it in 6 quarters.
  • Tompkins Financial's iShares MSCI Brazil ETF position peaked at $25K in Q3 2013.
  • 227 funds tracked by Wall St. Rank held iShares MSCI Brazil ETF as of Q4 2014.

Based on Tompkins Financial's 13F filing for Q4 2014, filed 13 Jan 2015.