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Waverly Advisors’s iShares MSCI Sweden ETF EWD Stock Holding History

Waverly 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
2014
Q1 		– Sell
-88
Closed -$3K – 735
2013
Q4 		$3K Hold
88
– – ﹤0.01% 740
2013
Q3 		$3K Buy
+88
New +$2.91K ﹤0.01% 521

Other funds holding EWD

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCYC
Richard C. Young & Co Newport, Rhode Island $1.21B AUM 38.41% 1-Year Est. Return
AGA
Accuvest Global Advisors Provo, Utah $107M AUM 6.41% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Waverly Advisors's EWD Position: Q1 2014 in Review

Waverly Advisors sold out of iShares MSCI Sweden ETF (EWD) in Q1 2014, closing a stake of 88 shares — an estimated $3K sold.

Waverly Advisors first reported a position in EWD in Q3 2013 and held it in 2 quarters. The position peaked at $3K in Q4 2013. 81 funds tracked by Wall St. Rank hold EWD as of Q1 2014.

  • Waverly Advisors reported no remaining iShares MSCI Sweden ETF position as of Q1 2014 after selling out during the quarter.
  • Waverly Advisors sold 88 iShares MSCI Sweden ETF shares in Q1 2014, an estimated $3K.
  • Waverly Advisors first reported a position in iShares MSCI Sweden ETF in Q3 2013 and held it in 2 quarters.
  • Waverly Advisors's iShares MSCI Sweden ETF position peaked at $3K in Q4 2013.
  • 81 funds tracked by Wall St. Rank held iShares MSCI Sweden ETF as of Q1 2014.

Based on Waverly Advisors's 13F filing for Q1 2014, filed 28 Apr 2014.