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WFG Advisors’s iShares MSCI New Zealand ETF ENZL Stock Holding History

WFG Advisors’s Portfolio ENZL Stock Details ENZL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-963
Closed -$36K – 2044
2013
Q4 		$36K Buy
963
+19
+2% +$738 0.01% 1119
2013
Q3 		$36K Buy
+944
New +$33.6K 0.01% 1053

Other funds holding ENZL

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
ODCM
Old Dominion Capital Management Charlottesville, Virginia $467M AUM 25.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Axa
Axa Paris, France $256M AUM 25.01% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
1GA
1st Global Advisors Dallas, Texas $869M AUM 16.28% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return

WFG Advisors's ENZL Position: Q1 2014 in Review

WFG Advisors sold out of iShares MSCI New Zealand ETF (ENZL) in Q1 2014, closing a stake of 963 shares — an estimated $36K sold.

WFG Advisors first reported a position in ENZL in Q3 2013 and held it in 2 quarters. The position peaked at $36K in Q4 2013. 37 funds tracked by Wall St. Rank hold ENZL as of Q1 2014.

  • WFG Advisors reported no remaining iShares MSCI New Zealand ETF position as of Q1 2014 after selling out during the quarter.
  • WFG Advisors sold 963 iShares MSCI New Zealand ETF shares in Q1 2014, an estimated $36K.
  • WFG Advisors first reported a position in iShares MSCI New Zealand ETF in Q3 2013 and held it in 2 quarters.
  • WFG Advisors's iShares MSCI New Zealand ETF position peaked at $36K in Q4 2013.
  • 37 funds tracked by Wall St. Rank held iShares MSCI New Zealand ETF as of Q1 2014.

Based on WFG Advisors's 13F filing for Q1 2014, filed 24 Apr 2014.