AWM
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Avior Wealth Management’s iShares MSCI Hong Kong ETF EWH Stock Holding History

Avior Wealth Management’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
Q1 		– Sell
-35
Closed -$1K – 491
2015
Q4 		$1K Buy
+35
New +$709 ﹤0.01% 430

Other funds holding EWH

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
DCM
Dupont Capital Management Wilmington, Delaware $879M AUM 29.99% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GH
GAM Holding Zurich, Switzerland $1.57B AUM 25.73% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

Avior Wealth Management's EWH Position: Q1 2016 in Review

Avior Wealth Management sold out of iShares MSCI Hong Kong ETF (EWH) in Q1 2016, closing a stake of 35 shares — an estimated $1K sold.

Avior Wealth Management first reported a position in EWH in Q4 2015 and held it in 1 quarter. The position peaked at $1K in Q4 2015. 121 funds tracked by Wall St. Rank hold EWH as of Q1 2016.

  • Avior Wealth Management reported no remaining iShares MSCI Hong Kong ETF position as of Q1 2016 after selling out during the quarter.
  • Avior Wealth Management sold 35 iShares MSCI Hong Kong ETF shares in Q1 2016, an estimated $1K.
  • Avior Wealth Management first reported a position in iShares MSCI Hong Kong ETF in Q4 2015 and held it in 1 quarter.
  • Avior Wealth Management's iShares MSCI Hong Kong ETF position peaked at $1K in Q4 2015.
  • 121 funds tracked by Wall St. Rank held iShares MSCI Hong Kong ETF as of Q1 2016.

Based on Avior Wealth Management's 13F filing for Q1 2016, filed 27 Apr 2016.