Water Oak Advisors LLC Q2 2020 vs. Q3 2020 13F Holdings Comparison

Investment management is all about keeping track of the changes and being able to adjust accordingly. This is especially true for big investment firms like Water Oak Advisors LLC. They recently released their Q2 2020 vs. Q3 2020 13F Holdings Comparison, which sheds some light on how they are reallocating their investments. In this blog post, we’ll take a closer look at the report and figure out what these changes mean for the firm and their clients.

Vanguard Index Fds S&P 500 ETF: Investing in the Stock Market Giant

Vanguard Index Fds S&P 500 ETF is one of the most popular exchange-traded funds (ETFs) among investors. It represents the top 500 stocks in the US stock market and has historically provided strong returns. Water Oak Advisors LLC increased their shares in the ETF by 44,398, bringing their total shares to 195,099. This translates to a 40.5% increase in value, from $42,713 to $60,022. It’s clear that the firm has faith in the US stock market and is betting on its continued growth.

Vanguard Index FDS Small CP ETF: A Promising Investment in Small Cap Stocks

Small cap stocks are often overlooked by investors, but they have the potential to provide outsize returns. Water Oak Advisors LLC seems to be aware of this, as they increased their holdings in Vanguard Index FDS Small CP ETF by 44,022 shares. This brought their total shares to 168,193, and the value increased from $18,094 to $25,868. This represents a 43% increase in shares and shows that the firm is interested in diversifying their portfolio with smaller companies.

SPDR Index SHS FDS Asia Pacif ETF: Betting on Asia

Water Oak Advisors LLC has also increased their holdings in SPDR Index SHS FDS Asia Pacif ETF. They added 44,583 shares to their holdings, bringing their total shares to 141,512. This translated into a 63.8% increase in value from $9,626 to $15,763. This shows that the firm is bullish on the Asian market and sees potential for growth in the region.

iShares INC MSCI JPN ETF NEW: A Safe Bet on the Japanese Market

Japan is often seen as a safe haven for investors, and iShares INC MSCI JPN ETF NEW is one of the most popular ETFs for investing in the Japanese market. Water Oak Advisors LLC increased their holdings by 3,326 shares, bringing their total shares to 170,427. This represents a 9.7% increase in value, from $9,177 to $10,067. It’s clear that the firm sees Japan as a promising market and is hedging their bets in case of any market downturns.

iShares MSCI SZ CAP ETF: Understanding the Chinese Market

China is one of the world’s fastest-growing economies, and it remains an important market for investors. iShares MSCI SZ CAP ETF provides exposure to the Chinese market, and Water Oak Advisors LLC increased their holdings by an impressive 115,470 shares. This brought their total shares to 198,824 and the value increased from $3,286 to $8,166. This represents an impressive 148.5% increase in value and shows that the firm believes in the long-term prospects of the Chinese market.

iShares MSCI France ETF, iShares MSCI GERMANY ETF, and iShares TR MSCI UK ETF NEW: Exploring Europe

Europe can be a difficult market for investors to navigate, but Water Oak Advisors LLC seems to have found some promising investments in the region. They increased their holdings in iShares MSCI France ETF by 162,285 shares, iShares MSCI GERMANY ETF by 152,969 shares, and iShares TR MSCI UK ETF NEW by 69,218 shares. The value also increased significantly: iShares MSCI France ETF by 228.3%, iShares MSCI GERMANY ETF by 237.4%, and iShares TR MSCI UK ETF NEW by 38.5%. These investments show that the firm is interested in exploring the European market and identifying new opportunities.

iShares MSCI Sweden ETF: A Small but Promising Investment

While iShares MSCI Sweden ETF is a relatively small investment for Water Oak Advisors LLC, it’s worth noting that they increased their holdings by 48,521 shares. This brought their total shares to 88,122, and the value increased from $1,230 to $3,112. This is an impressive 153% increase in value and shows that the firm sees potential in the Swedish market.

iShares MSCI CDA ETF: Decreasing Holdings in the Canadian Market

While Water Oak Advisors LLC seems to be bullish on many markets, they have decreased their holdings in iShares MSCI CDA ETF. They sold 88,455 shares, bringing their total shares down to 91,386. The value also decreased significantly, from $4,654 to $2,505, representing a 46.2% decrease in value. It’s unclear why the firm has decreased their holdings in the Canadian market, but it’s possible that they see more promising opportunities elsewhere.

iShares MSCI Netherlands ETF, iShares TR MSCI EMG MKT ETF, iShares TR LATN AMER 40 ETF, iShares INC MSCI Spain ETF, and iShares INC MSCI Italy ETF: Small Investments with Potential

Finally, it’s worth noting that Water Oak Advisors LLC has made small investments in several other ETFs. They increased their holdings in iShares MSCI Netherlands ETF by 45,555 shares, iShares NW Zealand CP ETF by 3,099 shares, and decreased their holdings in iShares INC MSCI Spain ETF by 46,467 shares and iShares INC MSCI Italy ETF by 32,156 shares. These are small investments, but they show that the firm is interested in exploring new opportunities and diversifying their portfolio.

Conclusion: Adapting to the Changing Market

Water Oak Advisors LLC’s recent Q2 2020 vs. Q3 2020 13F Holdings Comparison shows that they are keeping a close eye on the changing market and adapting their investments accordingly. While they seem to be bullish on many markets, they are also taking a cautious approach and diversifying their portfolio. By understanding their investments and the market, the firm is setting themselves and their clients up for long-term success.