WI
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Western Investment’s iShares MSCI Australia ETF EWA Stock Holding History

Western Investment’s Portfolio EWA Stock Details EWA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		$904K Buy
35,786
+10,334
+41% +$248K 3.9% 5
2013
Q2 		$575K Buy
+25,452
New +$657K 2.46% 6

Other funds holding EWA

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

Western Investment's EWA Position: Q3 2013 in Review

Western Investment increased its iShares MSCI Australia ETF (EWA) stake by 41% in Q3 2013, buying an estimated $248K and bringing the position to 35,786 shares worth $904K. The position accounts for 3.9% of the portfolio, ranked #5.

Western Investment first reported a position in EWA in Q2 2013 and has held it in 2 quarters since. 197 funds tracked by Wall St. Rank hold EWA as of Q3 2013.

  • Western Investment held 35,786 shares of iShares MSCI Australia ETF worth $904K as of Q3 2013.
  • Western Investment bought 10,334 iShares MSCI Australia ETF shares in Q3 2013, an estimated $248K.
  • iShares MSCI Australia ETF made up 3.9% of Western Investment's portfolio in Q3 2013, its #5 holding.
  • Western Investment first reported a position in iShares MSCI Australia ETF in Q2 2013 and has held it in 2 quarters since.
  • 197 funds tracked by Wall St. Rank held iShares MSCI Australia ETF as of Q3 2013.

Based on Western Investment's 13F filing for Q3 2013, filed 14 Nov 2013.