WA
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Winfield Associates’s iShares MSCI Australia ETF EWA Stock Holding History

Winfield Associates’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
2015
Q1 		– Sell
-50
Closed -$1K – 296
2014
Q4 		$1K Hold
50
– – ﹤0.01% 295
2014
Q3 		$1K Sell
50
-238
-83% -$6.27K ﹤0.01% 279
2014
Q2 		$7K Hold
288
– – 0.01% 258
2014
Q1 		$7K Hold
288
– – 0.01% 244
2013
Q4 		$7K Buy
+288
New +$7.36K 0.01% 242

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
DCM
Dupont Capital Management Wilmington, Delaware $879M AUM 29.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

Winfield Associates's EWA Position: Q1 2015 in Review

Winfield Associates sold out of iShares MSCI Australia ETF (EWA) in Q1 2015, closing a stake of 50 shares — an estimated $1K sold.

Winfield Associates first reported a position in EWA in Q4 2013 and held it in 5 quarters. The position peaked at $7K in Q2 2014. 178 funds tracked by Wall St. Rank hold EWA as of Q1 2015.

  • Winfield Associates reported no remaining iShares MSCI Australia ETF position as of Q1 2015 after selling out during the quarter.
  • Winfield Associates sold 50 iShares MSCI Australia ETF shares in Q1 2015, an estimated $1K.
  • Winfield Associates first reported a position in iShares MSCI Australia ETF in Q4 2013 and held it in 5 quarters.
  • Winfield Associates's iShares MSCI Australia ETF position peaked at $7K in Q2 2014.
  • 178 funds tracked by Wall St. Rank held iShares MSCI Australia ETF as of Q1 2015.

Based on Winfield Associates's 13F filing for Q1 2015, filed 6 May 2015.