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WealthPLAN Partners’s iShares MSCI Canada ETF EWC Stock Holding History

WealthPLAN Partners’s Portfolio EWC Stock Details EWC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		$3.13K Sell
124
-124
-50% -$3.14K ﹤0.01% 793
2016
Q2 		$3.04K Buy
+248
New +$6.07K ﹤0.01% 2136
2015
Q2 		– Sell
-133
Closed -$4K – 452
2015
Q1 		$4K Buy
+133
New +$3.65K ﹤0.01% 437

Other funds holding EWC

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
ZIG
Zurich Insurance Group Zurich, Switzerland $14.4B AUM 63.77% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return
MTB
Mizuho Trust & Banking Tokyo, Japan $25.2M AUM 15.76% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

WealthPLAN Partners's EWC Position: Q3 2016 in Review

WealthPLAN Partners reduced its iShares MSCI Canada ETF (EWC) stake by 50% in Q3 2016, selling an estimated $3.14K and leaving 124 shares worth $3.13K. The position accounts for ﹤0.01% of the portfolio, ranked #793.

WealthPLAN Partners first reported a position in EWC in Q1 2015 and has held it in 3 quarters since. The position peaked at $4K in Q1 2015. 227 funds tracked by Wall St. Rank hold EWC as of Q3 2016.

  • WealthPLAN Partners held 124 shares of iShares MSCI Canada ETF worth $3.13K as of Q3 2016.
  • WealthPLAN Partners sold 124 iShares MSCI Canada ETF shares in Q3 2016, an estimated $3.14K.
  • iShares MSCI Canada ETF made up ﹤0.01% of WealthPLAN Partners's portfolio in Q3 2016, its #793 holding.
  • WealthPLAN Partners first reported a position in iShares MSCI Canada ETF in Q1 2015 and has held it in 3 quarters since.
  • WealthPLAN Partners's iShares MSCI Canada ETF position peaked at $4K in Q1 2015.
  • 227 funds tracked by Wall St. Rank held iShares MSCI Canada ETF as of Q3 2016.

Based on WealthPLAN Partners's 13F filing for Q3 2016, filed 9 Dec 2016.