VSWA
SCJ icon

Vontobel Swiss Wealth Advisors’s iShares MSCI Japan Small-Cap ETF SCJ Stock Holding History

Vontobel Swiss Wealth Advisors’s Portfolio SCJ Stock Details SCJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-840
Closed -$43K – 96
2014
Q4 		$43K Buy
+840
New +$44.1K 0.03% 55

Other funds holding SCJ

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
X
Xponance Philadelphia, Pennsylvania $14.1B AUM 30.11% 1-Year Est. Return
SCI
S&CO Inc Boston, Massachusetts $1.61B AUM 21.39% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

Vontobel Swiss Wealth Advisors's SCJ Position: Q1 2015 in Review

Vontobel Swiss Wealth Advisors sold out of iShares MSCI Japan Small-Cap ETF (SCJ) in Q1 2015, closing a stake of 840 shares — an estimated $43K sold.

Vontobel Swiss Wealth Advisors first reported a position in SCJ in Q4 2014 and held it in 1 quarter. The position peaked at $43K in Q4 2014. 22 funds tracked by Wall St. Rank hold SCJ as of Q1 2015.

  • Vontobel Swiss Wealth Advisors reported no remaining iShares MSCI Japan Small-Cap ETF position as of Q1 2015 after selling out during the quarter.
  • Vontobel Swiss Wealth Advisors sold 840 iShares MSCI Japan Small-Cap ETF shares in Q1 2015, an estimated $43K.
  • Vontobel Swiss Wealth Advisors first reported a position in iShares MSCI Japan Small-Cap ETF in Q4 2014 and held it in 1 quarter.
  • Vontobel Swiss Wealth Advisors's iShares MSCI Japan Small-Cap ETF position peaked at $43K in Q4 2014.
  • 22 funds tracked by Wall St. Rank held iShares MSCI Japan Small-Cap ETF as of Q1 2015.

Based on Vontobel Swiss Wealth Advisors's 13F filing for Q1 2015, filed 13 May 2015.