AP
EWU icon

Atwood & Palmer’s iShares MSCI United Kingdom ETF EWU Stock Holding History

Atwood & Palmer’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
2015
Q4 		– Sell
-234
Closed -$8K – 411
2015
Q3 		$8K Buy
+234
New +$8.26K ﹤0.01% 354

Other funds holding EWU

LTI
Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return
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
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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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

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

Atwood & Palmer sold out of iShares MSCI United Kingdom ETF (EWU) in Q4 2015, closing a stake of 234 shares — an estimated $8K sold.

Atwood & Palmer first reported a position in EWU in Q3 2015 and held it in 1 quarter. The position peaked at $8K in Q3 2015. 161 funds tracked by Wall St. Rank hold EWU as of Q4 2015.

  • Atwood & Palmer reported no remaining iShares MSCI United Kingdom ETF position as of Q4 2015 after selling out during the quarter.
  • Atwood & Palmer sold 234 iShares MSCI United Kingdom ETF shares in Q4 2015, an estimated $8K.
  • Atwood & Palmer first reported a position in iShares MSCI United Kingdom ETF in Q3 2015 and held it in 1 quarter.
  • Atwood & Palmer's iShares MSCI United Kingdom ETF position peaked at $8K in Q3 2015.
  • 161 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q4 2015.

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