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Brinker Capital’s iShares MSCI United Kingdom ETF EWU Stock Holding History

Brinker Capital’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
2018
Q3 		– Sell
-11,419
Closed -$397K – 991
2018
Q2 		$397K Buy
11,419
+53
+0.5% +$1.91K 0.02% 785
2018
Q1 		$395K Sell
11,366
-44
-0.4% -$1.57K 0.02% 784
2017
Q4 		$409K Buy
11,410
+191
+2% +$6.68K 0.02% 754
2017
Q3 		$391K Sell
11,219
-980
-8% -$33.3K 0.02% 742
2017
Q2 		$407K Buy
12,199
+245
+2% +$8.23K 0.02% 565
2017
Q1 		$389K Sell
11,954
-69
-0.6% -$2.19K 0.02% 688
2016
Q4 		$369K Sell
12,023
-23,862
-66% -$726K 0.02% 521
2016
Q3 		$1.14M Sell
35,885
-1,982
-5% -$62K 0.11% 75
2016
Q2 		$1.16M Sell
37,867
-8,924
-19% -$283K 0.1% 77
2016
Q1 		$1.47M Sell
46,791
-24,100
-34% -$731K 0.12% 64
2015
Q4 		$2.29M Buy
70,891
+7,837
+12% +$267K 0.19% 61
2015
Q3 		$2.07M Sell
63,054
-10,594
-14% -$374K 0.19% 56
2015
Q2 		$2.69M Buy
73,648
+26,273
+55% +$1.01M 0.23% 59
2015
Q1 		$1.71M Sell
47,375
-20,695
-30% -$761K 0.15% 52
2014
Q4 		$2.46M Buy
+68,070
New +$2.54M 0.2% 51
2014
Q3 		– Sell
-56,553
Closed -$2.36M – 131
2014
Q2 		$2.36M Sell
56,553
-63,714
-53% -$2.73M 0.16% 54
2014
Q1 		$4.95M Sell
120,267
-2,725
-2% -$112K 0.4% 42
2013
Q4 		$5.14M Sell
122,992
-47,391
-28% -$1.91M 0.42% 43
2013
Q3 		$6.68M Sell
170,383
-46,415
-21% -$1.76M 0.67% 36
2013
Q2 		$7.66M Buy
+216,798
New +$8.07M 0.81% 30

Other funds holding EWU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Brinker Capital's EWU Position: Q3 2018 in Review

Brinker Capital sold out of iShares MSCI United Kingdom ETF (EWU) in Q3 2018, closing a stake of 11,419 shares — an estimated $397K sold.

Brinker Capital first reported a position in EWU in Q2 2013 and held it in 20 quarters. The position peaked at $7.66M in Q2 2013. 191 funds tracked by Wall St. Rank hold EWU as of Q3 2018.

  • Brinker Capital reported no remaining iShares MSCI United Kingdom ETF position as of Q3 2018 after selling out during the quarter.
  • Brinker Capital sold 11,419 iShares MSCI United Kingdom ETF shares in Q3 2018, an estimated $397K.
  • Brinker Capital first reported a position in iShares MSCI United Kingdom ETF in Q2 2013 and held it in 20 quarters.
  • Brinker Capital's iShares MSCI United Kingdom ETF position peaked at $7.66M in Q2 2013.
  • 191 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q3 2018.

Based on Brinker Capital's 13F filing for Q3 2018, filed 13 Nov 2018.