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Waverly Advisors’s iShares MSCI Spain ETF EWP Stock Holding History

Waverly Advisors’s Portfolio EWP Stock Details EWP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-716
Closed -$21K – 215
2015
Q3 		$21K Buy
+716
New +$23.4K 0.01% 258
2015
Q1 		– Sell
-301
Closed -$10K – 366
2014
Q4 		$10K Hold
301
– – 0.01% 310
2014
Q3 		$12K Buy
301
+131
+77% +$5.33K 0.01% 430
2014
Q2 		$7K Buy
+170
New +$7.18K ﹤0.01% 519
2014
Q1 		– Sell
-117
Closed -$5K – 741
2013
Q4 		$5K Hold
117
– – ﹤0.01% 668
2013
Q3 		$4K Buy
+117
New +$3.68K ﹤0.01% 503

Other funds holding EWP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
National Pension Service
National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea $132B AUM 28.96% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Waverly Advisors's EWP Position: Q4 2015 in Review

Waverly Advisors sold out of iShares MSCI Spain ETF (EWP) in Q4 2015, closing a stake of 716 shares — an estimated $21K sold.

Waverly Advisors first reported a position in EWP in Q3 2013 and held it in 6 quarters. The position peaked at $21K in Q3 2015. 99 funds tracked by Wall St. Rank hold EWP as of Q4 2015.

  • Waverly Advisors reported no remaining iShares MSCI Spain ETF position as of Q4 2015 after selling out during the quarter.
  • Waverly Advisors sold 716 iShares MSCI Spain ETF shares in Q4 2015, an estimated $21K.
  • Waverly Advisors first reported a position in iShares MSCI Spain ETF in Q3 2013 and held it in 6 quarters.
  • Waverly Advisors's iShares MSCI Spain ETF position peaked at $21K in Q3 2015.
  • 99 funds tracked by Wall St. Rank held iShares MSCI Spain ETF as of Q4 2015.

Based on Waverly Advisors's 13F filing for Q4 2015, filed 8 Feb 2016.