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Waverly Advisors’s iShares MSCI Taiwan ETF EWT Stock Holding History

Waverly Advisors’s Portfolio EWT Stock Details EWT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-873
Closed -$25K – 744
2013
Q4 		$25K Buy
873
+738
+547% +$21K 0.01% 424
2013
Q3 		$4K Buy
+135
New +$3.69K ﹤0.01% 504

Other funds holding EWT

State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return
SIM
Strategic Investment Management Arlington, Virginia $291M AUM 20.58% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
RCG
Rock Creek Group Washington, District of Columbia $988M AUM 8.89% 1-Year Est. Return
GI
Glovista Investments Jersey City, New Jersey $215M AUM 10.51% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Waverly Advisors's EWT Position: Q1 2014 in Review

Waverly Advisors sold out of iShares MSCI Taiwan ETF (EWT) in Q1 2014, closing a stake of 873 shares — an estimated $25K sold.

Waverly Advisors first reported a position in EWT in Q3 2013 and held it in 2 quarters. The position peaked at $25K in Q4 2013. 188 funds tracked by Wall St. Rank hold EWT as of Q1 2014.

  • Waverly Advisors reported no remaining iShares MSCI Taiwan ETF position as of Q1 2014 after selling out during the quarter.
  • Waverly Advisors sold 873 iShares MSCI Taiwan ETF shares in Q1 2014, an estimated $25K.
  • Waverly Advisors first reported a position in iShares MSCI Taiwan ETF in Q3 2013 and held it in 2 quarters.
  • Waverly Advisors's iShares MSCI Taiwan ETF position peaked at $25K in Q4 2013.
  • 188 funds tracked by Wall St. Rank held iShares MSCI Taiwan ETF as of Q1 2014.

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