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Wunderlich Capital Managemnt’s iShares MSCI Italy ETF EWI Stock Holding History

Wunderlich Capital Managemnt’s Portfolio EWI Stock Details EWI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-7,277
Closed -$222K – 95
2017
Q4 		$222K Hold
7,277
– – 0.15% 88
2017
Q3 		$228K Sell
7,277
-769
-10% -$23.1K 0.17% 83
2017
Q2 		$224K Buy
+8,046
New +$219K 0.17% 91

Other funds holding EWI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AII
AGF Investments Inc Toronto, Ontario, Canada $10.6B AUM 4.37% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

Wunderlich Capital Managemnt's EWI Position: Q1 2018 in Review

Wunderlich Capital Managemnt sold out of iShares MSCI Italy ETF (EWI) in Q1 2018, closing a stake of 7,277 shares — an estimated $222K sold.

Wunderlich Capital Managemnt first reported a position in EWI in Q2 2017 and held it in 3 quarters. The position peaked at $228K in Q3 2017. 83 funds tracked by Wall St. Rank hold EWI as of Q1 2018.

  • Wunderlich Capital Managemnt reported no remaining iShares MSCI Italy ETF position as of Q1 2018 after selling out during the quarter.
  • Wunderlich Capital Managemnt sold 7,277 iShares MSCI Italy ETF shares in Q1 2018, an estimated $222K.
  • Wunderlich Capital Managemnt first reported a position in iShares MSCI Italy ETF in Q2 2017 and held it in 3 quarters.
  • Wunderlich Capital Managemnt's iShares MSCI Italy ETF position peaked at $228K in Q3 2017.
  • 83 funds tracked by Wall St. Rank held iShares MSCI Italy ETF as of Q1 2018.

Based on Wunderlich Capital Managemnt's 13F filing for Q1 2018, filed 8 May 2018.