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Atwood & Palmer’s iShares MSCI Hong Kong ETF EWH Stock Holding History

Atwood & Palmer’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
2015
Q4 		– Sell
-400
Closed -$8K – 409
2015
Q3 		$8K Buy
+400
New +$8.31K ﹤0.01% 352

Other funds holding EWH

LTI
Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return
ALA
Atherton Lane Advisers Menlo Park, California $1.72B AUM 0.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MAM
Marketfield Asset Management New York $127M AUM 30.51% 1-Year Est. Return
DCM
Dupont Capital Management Wilmington, Delaware $879M AUM 29.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Atwood & Palmer's EWH Position: Q4 2015 in Review

Atwood & Palmer sold out of iShares MSCI Hong Kong ETF (EWH) in Q4 2015, closing a stake of 400 shares — an estimated $8K sold.

Atwood & Palmer first reported a position in EWH in Q3 2015 and held it in 1 quarter. The position peaked at $8K in Q3 2015. 143 funds tracked by Wall St. Rank hold EWH as of Q4 2015.

  • Atwood & Palmer reported no remaining iShares MSCI Hong Kong ETF position as of Q4 2015 after selling out during the quarter.
  • Atwood & Palmer sold 400 iShares MSCI Hong Kong ETF shares in Q4 2015, an estimated $8K.
  • Atwood & Palmer first reported a position in iShares MSCI Hong Kong ETF in Q3 2015 and held it in 1 quarter.
  • Atwood & Palmer's iShares MSCI Hong Kong ETF position peaked at $8K in Q3 2015.
  • 143 funds tracked by Wall St. Rank held iShares MSCI Hong Kong ETF as of Q4 2015.

Based on Atwood & Palmer's 13F filing for Q4 2015, filed 28 Jan 2016.