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Bruderman Asset Management’s iShares MSCI United Kingdom ETF EWU Stock Holding History

Bruderman Asset Management’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
Q4 		– Sell
-1,625
Closed -$55K – 661
2018
Q3 		$55K Buy
+1,625
New +$55.5K 0.01% 183

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MIS
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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bruderman Asset Management's EWU Position: Q4 2018 in Review

Bruderman Asset Management sold out of iShares MSCI United Kingdom ETF (EWU) in Q4 2018, closing a stake of 1,625 shares — an estimated $55K sold.

Bruderman Asset Management first reported a position in EWU in Q3 2018 and held it in 1 quarter. The position peaked at $55K in Q3 2018. 183 funds tracked by Wall St. Rank hold EWU as of Q4 2018.

  • Bruderman Asset Management reported no remaining iShares MSCI United Kingdom ETF position as of Q4 2018 after selling out during the quarter.
  • Bruderman Asset Management sold 1,625 iShares MSCI United Kingdom ETF shares in Q4 2018, an estimated $55K.
  • Bruderman Asset Management first reported a position in iShares MSCI United Kingdom ETF in Q3 2018 and held it in 1 quarter.
  • Bruderman Asset Management's iShares MSCI United Kingdom ETF position peaked at $55K in Q3 2018.
  • 183 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q4 2018.

Based on Bruderman Asset Management's 13F filing for Q4 2018, filed 11 Feb 2019.