WA
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Waverly Advisors’s iShares MSCI Singapore ETF EWS Stock Holding History

Waverly Advisors’s Portfolio EWS Stock Details EWS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-613
Closed -$16K – 743
2013
Q4 		$16K Buy
613
+612
+61,200% +$16.5K 0.01% 495
2013
Q3 		$0 Buy
+1
New +$26 ﹤0.01% 566

Other funds holding EWS

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ALA
Atherton Lane Advisers Menlo Park, California $1.72B AUM 0.32% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
Aviva
Aviva London, United Kingdom $59.6B AUM 28.44% 1-Year Est. Return
NEAM
New England Asset Management Farmington, Connecticut $786M AUM 13.14% 1-Year Est. Return

Waverly Advisors's EWS Position: Q1 2014 in Review

Waverly Advisors sold out of iShares MSCI Singapore ETF (EWS) in Q1 2014, closing a stake of 613 shares — an estimated $16K sold.

Waverly Advisors first reported a position in EWS in Q3 2013 and held it in 2 quarters. The position peaked at $16K in Q4 2013. 165 funds tracked by Wall St. Rank hold EWS as of Q1 2014.

  • Waverly Advisors reported no remaining iShares MSCI Singapore ETF position as of Q1 2014 after selling out during the quarter.
  • Waverly Advisors sold 613 iShares MSCI Singapore ETF shares in Q1 2014, an estimated $16K.
  • Waverly Advisors first reported a position in iShares MSCI Singapore ETF in Q3 2013 and held it in 2 quarters.
  • Waverly Advisors's iShares MSCI Singapore ETF position peaked at $16K in Q4 2013.
  • 165 funds tracked by Wall St. Rank held iShares MSCI Singapore ETF as of Q1 2014.

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