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United Capital Financial Advisors’s iShares MSCI New Zealand ETF ENZL Stock Holding History

United Capital Financial Advisors’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
2016
Q4 		– Sell
-82,417
Closed -$3.86M – 1267
2016
Q3 		$3.86M Buy
82,417
+354
+0.4% +$16.3K 0.04% 434
2016
Q2 		$3.53M Buy
82,063
+1,853
+2% +$77.5K 0.04% 434
2016
Q1 		$3.3M Buy
+80,210
New +$2.94M 0.04% 427

Other funds holding ENZL

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HA
Hays Advisory Franklin, Tennessee $157M AUM 9.67% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
WOA
Water Oak Advisors Winter Park, Florida $155M AUM 6.37% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
BIA
Biondo Investment Advisors Milford, Pennsylvania $817M AUM 20.89% 1-Year Est. Return
AC
AFAM Capital Austin, Texas $718M AUM 12.09% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return

United Capital Financial Advisors's ENZL Position: Q4 2016 in Review

United Capital Financial Advisors sold out of iShares MSCI New Zealand ETF (ENZL) in Q4 2016, closing a stake of 82,417 shares — an estimated $3.86M sold.

United Capital Financial Advisors first reported a position in ENZL in Q1 2016 and held it in 3 quarters. The position peaked at $3.86M in Q3 2016. 51 funds tracked by Wall St. Rank hold ENZL as of Q4 2016.

  • United Capital Financial Advisors reported no remaining iShares MSCI New Zealand ETF position as of Q4 2016 after selling out during the quarter.
  • United Capital Financial Advisors sold 82,417 iShares MSCI New Zealand ETF shares in Q4 2016, an estimated $3.86M.
  • United Capital Financial Advisors first reported a position in iShares MSCI New Zealand ETF in Q1 2016 and held it in 3 quarters.
  • United Capital Financial Advisors's iShares MSCI New Zealand ETF position peaked at $3.86M in Q3 2016.
  • 51 funds tracked by Wall St. Rank held iShares MSCI New Zealand ETF as of Q4 2016.

Based on United Capital Financial Advisors's 13F filing for Q4 2016, filed 15 Feb 2017.