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1607 Capital Partners’s iShares MSCI United Kingdom ETF EWU Stock Holding History

1607 Capital Partners’s Portfolio EWU Stock Details EWU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-45,345
Closed -$1.62M – 113
2017
Q4 		$1.62M Sell
45,345
-900
-2% -$31.5K 0.09% 95
2017
Q3 		$1.61M Buy
46,245
+21,500
+87% +$730K 0.09% 94
2017
Q2 		$825K Buy
24,745
+12,000
+94% +$403K 0.05% 103
2017
Q1 		$415K Sell
12,745
-400
-3% -$12.7K 0.03% 110
2016
Q4 		$403K Sell
13,145
-350
-3% -$10.7K 0.03% 119
2016
Q3 		$428K Hold
13,495
– – 0.03% 115
2016
Q2 		$415K Buy
13,495
+800
+6% +$25.4K 0.03% 124
2016
Q1 		$398K Sell
12,695
-417,435
-97% -$12.7M 0.03% 132
2015
Q4 		$13.9M Sell
430,130
-4,700
-1% -$160K 0.91% 31
2015
Q3 		$14.3M Sell
434,830
-229,000
-34% -$8.08M 0.96% 31
2015
Q2 		$24.2M Sell
663,830
-478,900
-42% -$18.3M 1.57% 15
2015
Q1 		$41.2M Sell
1,142,730
-203,000
-15% -$7.46M 2.73% 9
2014
Q4 		$48.5M Buy
1,345,730
+208,591
+18% +$7.8M 3.43% 5
2014
Q3 		$44.1M Buy
1,137,139
+294,850
+35% +$12M 3.07% 6
2014
Q2 		$35.2M Buy
842,289
+41,950
+5% +$1.8M 2.43% 8
2014
Q1 		$33M Buy
800,339
+361,315
+82% +$14.9M 2.55% 8
2013
Q4 		$18.3M Buy
439,024
+293,541
+202% +$11.8M 1.54% 19
2013
Q3 		$5.71M Sell
145,483
-19,615
-12% -$746K 0.62% 45
2013
Q2 		$5.83M Buy
+165,098
New +$6.15M 0.77% 34

Other funds holding EWU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

1607 Capital Partners's EWU Position: Q1 2018 in Review

1607 Capital Partners sold out of iShares MSCI United Kingdom ETF (EWU) in Q1 2018, closing a stake of 45,345 shares — an estimated $1.62M sold.

1607 Capital Partners first reported a position in EWU in Q2 2013 and held it in 19 quarters. The position peaked at $48.5M in Q4 2014. 185 funds tracked by Wall St. Rank hold EWU as of Q1 2018.

  • 1607 Capital Partners reported no remaining iShares MSCI United Kingdom ETF position as of Q1 2018 after selling out during the quarter.
  • 1607 Capital Partners sold 45,345 iShares MSCI United Kingdom ETF shares in Q1 2018, an estimated $1.62M.
  • 1607 Capital Partners first reported a position in iShares MSCI United Kingdom ETF in Q2 2013 and held it in 19 quarters.
  • 1607 Capital Partners's iShares MSCI United Kingdom ETF position peaked at $48.5M in Q4 2014.
  • 185 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q1 2018.

Based on 1607 Capital Partners's 13F filing for Q1 2018, filed 15 May 2018.