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Arete Wealth Advisors’s iShares MSCI Hong Kong ETF EWH Stock Holding History

Arete Wealth Advisors’s Portfolio EWH Stock Details EWH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-26,442
Closed -$582K – 189
2016
Q3 		$582K Buy
+26,442
New +$557K 0.33% 77

Other funds holding EWH

WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
GH
GAM Holding Zurich, Switzerland $1.31B AUM 35.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Arete Wealth Advisors's EWH Position: Q4 2016 in Review

Arete Wealth Advisors sold out of iShares MSCI Hong Kong ETF (EWH) in Q4 2016, closing a stake of 26,442 shares — an estimated $582K sold.

Arete Wealth Advisors first reported a position in EWH in Q3 2016 and held it in 1 quarter. The position peaked at $582K in Q3 2016. 145 funds tracked by Wall St. Rank hold EWH as of Q4 2016.

  • Arete Wealth Advisors reported no remaining iShares MSCI Hong Kong ETF position as of Q4 2016 after selling out during the quarter.
  • Arete Wealth Advisors sold 26,442 iShares MSCI Hong Kong ETF shares in Q4 2016, an estimated $582K.
  • Arete Wealth Advisors first reported a position in iShares MSCI Hong Kong ETF in Q3 2016 and held it in 1 quarter.
  • Arete Wealth Advisors's iShares MSCI Hong Kong ETF position peaked at $582K in Q3 2016.
  • 145 funds tracked by Wall St. Rank held iShares MSCI Hong Kong ETF as of Q4 2016.

Based on Arete Wealth Advisors's 13F filing for Q4 2016, filed 14 Feb 2017.