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Windsor Capital Management’s iShares MSCI Brazil ETF EWZ Stock Holding History

Windsor Capital Management’s Portfolio EWZ Stock Details EWZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-275
Closed -$6K – 188
2015
Q3 		$6K Buy
+275
New +$7.33K ﹤0.01% 386
2014
Q1 		– Sell
-275
Closed -$12K – 138
2013
Q4 		$12K Hold
275
– – 0.01% 311
2013
Q3 		$13K Hold
275
– – 0.01% 319
2013
Q2 		$12K Buy
+275
New +$14.3K 0.01% 313

Other funds holding EWZ

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
OFM
Okumus Fund Management Grand Cayman, Cayman Islands $48.7M AUM 70.39% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
NM
NWI Management New York $2.16B AUM 62.95% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Windsor Capital Management's EWZ Position: Q4 2015 in Review

Windsor Capital Management sold out of iShares MSCI Brazil ETF (EWZ) in Q4 2015, closing a stake of 275 shares — an estimated $6K sold.

Windsor Capital Management first reported a position in EWZ in Q2 2013 and held it in 4 quarters. The position peaked at $13K in Q3 2013. 176 funds tracked by Wall St. Rank hold EWZ as of Q4 2015.

  • Windsor Capital Management reported no remaining iShares MSCI Brazil ETF position as of Q4 2015 after selling out during the quarter.
  • Windsor Capital Management sold 275 iShares MSCI Brazil ETF shares in Q4 2015, an estimated $6K.
  • Windsor Capital Management first reported a position in iShares MSCI Brazil ETF in Q2 2013 and held it in 4 quarters.
  • Windsor Capital Management's iShares MSCI Brazil ETF position peaked at $13K in Q3 2013.
  • 176 funds tracked by Wall St. Rank held iShares MSCI Brazil ETF as of Q4 2015.

Based on Windsor Capital Management's 13F filing for Q4 2015, filed 1 Feb 2016.