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WFG Advisors’s iShares MSCI Chile ETF ECH Stock Holding History

WFG Advisors’s Portfolio ECH Stock Details ECH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-150
Closed -$6K – 1835
2014
Q4 		$6K Hold
150
– – ﹤0.01% 1595
2014
Q3 		$6K Hold
150
– – ﹤0.01% 1613
2014
Q2 		$7K Hold
150
– – ﹤0.01% 1569
2014
Q1 		$7K Hold
150
– – ﹤0.01% 1541
2013
Q4 		$7K Hold
150
– – ﹤0.01% 1661
2013
Q3 		$8K Sell
150
-4
-3% -$201 ﹤0.01% 1596
2013
Q2 		$8K Buy
+154
New +$9.15K ﹤0.01% 1525

Other funds holding ECH

State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return
BL
BCWM LLC Overland Park, Kansas $353M AUM 20.1% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
ED
Exane Derivatives Paris, France $174M AUM 7.84% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
H
Hexavest Montreal, Quebec, Canada $1.64B AUM 28.34% 1-Year Est. Return
BIM
BlackRock Investment Management Wilmington, Delaware $86.4B AUM 16.83% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $26.7B AUM 36.4% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

WFG Advisors's ECH Position: Q1 2015 in Review

WFG Advisors sold out of iShares MSCI Chile ETF (ECH) in Q1 2015, closing a stake of 150 shares — an estimated $6K sold.

WFG Advisors first reported a position in ECH in Q2 2013 and held it in 7 quarters. The position peaked at $8K in Q3 2013. 50 funds tracked by Wall St. Rank hold ECH as of Q1 2015.

  • WFG Advisors reported no remaining iShares MSCI Chile ETF position as of Q1 2015 after selling out during the quarter.
  • WFG Advisors sold 150 iShares MSCI Chile ETF shares in Q1 2015, an estimated $6K.
  • WFG Advisors first reported a position in iShares MSCI Chile ETF in Q2 2013 and held it in 7 quarters.
  • WFG Advisors's iShares MSCI Chile ETF position peaked at $8K in Q3 2013.
  • 50 funds tracked by Wall St. Rank held iShares MSCI Chile ETF as of Q1 2015.

Based on WFG Advisors's 13F filing for Q1 2015, filed 12 May 2015.