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Baltimore-Washington Financial Advisors’s iShares MSCI United Kingdom ETF EWU Stock Holding History

Baltimore-Washington Financial Advisors’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
2014
Q4 		– Sell
-548
Closed -$21K – 277
2014
Q3 		$21K Sell
548
-592
-52% -$24.2K 0.01% 174
2014
Q2 		$48K Hold
1,140
– – 0.01% 159
2014
Q1 		$47K Hold
1,140
– – 0.02% 137
2013
Q4 		$48K Buy
+1,140
New +$45.9K 0.02% 165

Other funds holding EWU

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
CC
Curian Capital Denver, Colorado $1.35B AUM 0.33% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Baltimore-Washington Financial Advisors's EWU Position: Q4 2014 in Review

Baltimore-Washington Financial Advisors sold out of iShares MSCI United Kingdom ETF (EWU) in Q4 2014, closing a stake of 548 shares — an estimated $21K sold.

Baltimore-Washington Financial Advisors first reported a position in EWU in Q4 2013 and held it in 4 quarters. The position peaked at $48K in Q2 2014. 161 funds tracked by Wall St. Rank hold EWU as of Q4 2014.

  • Baltimore-Washington Financial Advisors reported no remaining iShares MSCI United Kingdom ETF position as of Q4 2014 after selling out during the quarter.
  • Baltimore-Washington Financial Advisors sold 548 iShares MSCI United Kingdom ETF shares in Q4 2014, an estimated $21K.
  • Baltimore-Washington Financial Advisors first reported a position in iShares MSCI United Kingdom ETF in Q4 2013 and held it in 4 quarters.
  • Baltimore-Washington Financial Advisors's iShares MSCI United Kingdom ETF position peaked at $48K in Q2 2014.
  • 161 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q4 2014.

Based on Baltimore-Washington Financial Advisors's 13F filing for Q4 2014, filed 21 Jan 2015.