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Allegis Investment Advisors’s iShares MSCI United Kingdom ETF EWU Stock Holding History

Allegis Investment Advisors’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
2016
Q1 		– Sell
-322
Closed -$10K – 412
2015
Q4 		$10K Buy
+322
New +$11K 0.01% 668

Other funds holding EWU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

Allegis Investment Advisors's EWU Position: Q1 2016 in Review

Allegis Investment Advisors sold out of iShares MSCI United Kingdom ETF (EWU) in Q1 2016, closing a stake of 322 shares — an estimated $10K sold.

Allegis Investment Advisors first reported a position in EWU in Q4 2015 and held it in 1 quarter. The position peaked at $10K in Q4 2015. 156 funds tracked by Wall St. Rank hold EWU as of Q1 2016.

  • Allegis Investment Advisors reported no remaining iShares MSCI United Kingdom ETF position as of Q1 2016 after selling out during the quarter.
  • Allegis Investment Advisors sold 322 iShares MSCI United Kingdom ETF shares in Q1 2016, an estimated $10K.
  • Allegis Investment Advisors first reported a position in iShares MSCI United Kingdom ETF in Q4 2015 and held it in 1 quarter.
  • Allegis Investment Advisors's iShares MSCI United Kingdom ETF position peaked at $10K in Q4 2015.
  • 156 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q1 2016.

Based on Allegis Investment Advisors's 13F filing for Q1 2016, filed 9 May 2016.