ZCM
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Zebra Capital Management’s iShares MSCI ACWI ETF ACWI Stock Holding History

Zebra Capital Management’s Portfolio ACWI Stock Details ACWI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-6,000
Closed -$300K – 222
2013
Q2 		$300K Buy
+6,000
New +$310K 0.25% 156

Other funds holding ACWI

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ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
CC
Curian Capital Denver, Colorado $1.35B AUM 0.33% 1-Year Est. Return
RBC
Ronald Blue & Co Roswell, Georgia $3.1B AUM 12.82% 1-Year Est. Return
SRA
Summit Rock Advisors New York $76.1M AUM
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
WKKFT
W.K. Kellogg Foundation Trust Battle Creek, Michigan $3.7B AUM 1.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Zebra Capital Management's ACWI Position: Q3 2013 in Review

Zebra Capital Management sold out of iShares MSCI ACWI ETF (ACWI) in Q3 2013, closing a stake of 6,000 shares — an estimated $300K sold.

Zebra Capital Management first reported a position in ACWI in Q2 2013 and held it in 1 quarter. The position peaked at $300K in Q2 2013. 111 funds tracked by Wall St. Rank hold ACWI as of Q3 2013.

  • Zebra Capital Management reported no remaining iShares MSCI ACWI ETF position as of Q3 2013 after selling out during the quarter.
  • Zebra Capital Management sold 6,000 iShares MSCI ACWI ETF shares in Q3 2013, an estimated $300K.
  • Zebra Capital Management first reported a position in iShares MSCI ACWI ETF in Q2 2013 and held it in 1 quarter.
  • Zebra Capital Management's iShares MSCI ACWI ETF position peaked at $300K in Q2 2013.
  • 111 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q3 2013.

Based on Zebra Capital Management's 13F filing for Q3 2013, filed 12 Nov 2013.