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Asset Planning Services (Pennsylvania)’s iShares MSCI Hong Kong ETF EWH Stock Holding History

Asset Planning Services (Pennsylvania)’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
2017
Q4 		– Sell
-1,534
Closed -$38K – 281
2017
Q3 		$38K Buy
1,534
+767
+100% +$18.6K 0.02% 159
2017
Q2 		$18K Buy
+767
New +$17.8K 0.01% 187

Other funds holding EWH

PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $5.37B AUM 18.53% 1-Year Est. Return

Asset Planning Services (Pennsylvania)'s EWH Position: Q4 2017 in Review

Asset Planning Services (Pennsylvania) sold out of iShares MSCI Hong Kong ETF (EWH) in Q4 2017, closing a stake of 1,534 shares — an estimated $38K sold.

Asset Planning Services (Pennsylvania) first reported a position in EWH in Q2 2017 and held it in 2 quarters. The position peaked at $38K in Q3 2017. 144 funds tracked by Wall St. Rank hold EWH as of Q4 2017.

  • Asset Planning Services (Pennsylvania) reported no remaining iShares MSCI Hong Kong ETF position as of Q4 2017 after selling out during the quarter.
  • Asset Planning Services (Pennsylvania) sold 1,534 iShares MSCI Hong Kong ETF shares in Q4 2017, an estimated $38K.
  • Asset Planning Services (Pennsylvania) first reported a position in iShares MSCI Hong Kong ETF in Q2 2017 and held it in 2 quarters.
  • Asset Planning Services (Pennsylvania)'s iShares MSCI Hong Kong ETF position peaked at $38K in Q3 2017.
  • 144 funds tracked by Wall St. Rank held iShares MSCI Hong Kong ETF as of Q4 2017.

Based on Asset Planning Services (Pennsylvania)'s 13F filing for Q4 2017, filed 1 Feb 2018.