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Westside Investment Management’s iShares MSCI Australia ETF EWA Stock Holding History

Westside Investment Management’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
2018
Q1 		– Sell
-100
Closed -$2.36K – 823
2017
Q4 		$2.36K Hold
100
– – ﹤0.01% 776
2017
Q3 		$2.22K Hold
100
– – ﹤0.01% 753
2017
Q2 		$2.15K Hold
100
– – ﹤0.01% 744
2017
Q1 		$2.25K Buy
+100
New +$2.18K ﹤0.01% 705

Other funds holding EWA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GB
Gunma Bank Gunma, Japan $319M AUM 1.17% 1-Year Est. Return

Westside Investment Management's EWA Position: Q1 2018 in Review

Westside Investment Management sold out of iShares MSCI Australia ETF (EWA) in Q1 2018, closing a stake of 100 shares — an estimated $2.36K sold.

Westside Investment Management first reported a position in EWA in Q1 2017 and held it in 4 quarters. The position peaked at $2.36K in Q4 2017. 187 funds tracked by Wall St. Rank hold EWA as of Q1 2018.

  • Westside Investment Management reported no remaining iShares MSCI Australia ETF position as of Q1 2018 after selling out during the quarter.
  • Westside Investment Management sold 100 iShares MSCI Australia ETF shares in Q1 2018, an estimated $2.36K.
  • Westside Investment Management first reported a position in iShares MSCI Australia ETF in Q1 2017 and held it in 4 quarters.
  • Westside Investment Management's iShares MSCI Australia ETF position peaked at $2.36K in Q4 2017.
  • 187 funds tracked by Wall St. Rank held iShares MSCI Australia ETF as of Q1 2018.

Based on Westside Investment Management's 13F filing for Q1 2018, filed 16 Apr 2018.