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Torch Wealth Management’s iShares MSCI Germany ETF EWG Stock Holding History

Torch Wealth Management’s Portfolio EWG Stock Details EWG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-500
Closed -$16K – 146
2014
Q2 		$16K Hold
500
– – 0.01% 214
2014
Q1 		$16K Sell
500
-529
-51% -$16.3K 0.01% 223
2013
Q4 		$33K Buy
+1,029
New +$30.4K 0.03% 163

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USAA
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PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.95B AUM 25.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Torch Wealth Management's EWG Position: Q3 2014 in Review

Torch Wealth Management sold out of iShares MSCI Germany ETF (EWG) in Q3 2014, closing a stake of 500 shares — an estimated $16K sold.

Torch Wealth Management first reported a position in EWG in Q4 2013 and held it in 3 quarters. The position peaked at $33K in Q4 2013. 207 funds tracked by Wall St. Rank hold EWG as of Q3 2014.

  • Torch Wealth Management reported no remaining iShares MSCI Germany ETF position as of Q3 2014 after selling out during the quarter.
  • Torch Wealth Management sold 500 iShares MSCI Germany ETF shares in Q3 2014, an estimated $16K.
  • Torch Wealth Management first reported a position in iShares MSCI Germany ETF in Q4 2013 and held it in 3 quarters.
  • Torch Wealth Management's iShares MSCI Germany ETF position peaked at $33K in Q4 2013.
  • 207 funds tracked by Wall St. Rank held iShares MSCI Germany ETF as of Q3 2014.

Based on Torch Wealth Management's 13F filing for Q3 2014, filed 29 Oct 2014.