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Camelot Portfolios’s iShares MSCI United Kingdom ETF EWU Stock Holding History

Camelot Portfolios’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
2020
Q2 		– Sell
-12,302
Closed -$294K – 211
2020
Q1 		$294K Sell
12,302
-3,669
-23% -$110K 0.16% 146
2019
Q4 		$545K Buy
15,971
+6,230
+64% +$203K 0.23% 112
2019
Q3 		$306K Buy
+9,741
New +$304K 0.14% 161
2019
Q2 		– Sell
-13,415
Closed -$443K – 243
2019
Q1 		$443K Buy
13,415
+258
+2% +$8.22K 0.18% 139
2018
Q4 		$386K Buy
+13,157
New +$414K 0.18% 134

Other funds holding EWU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 15.91% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Camelot Portfolios's EWU Position: Q2 2020 in Review

Camelot Portfolios sold out of iShares MSCI United Kingdom ETF (EWU) in Q2 2020, closing a stake of 12,302 shares — an estimated $294K sold.

Camelot Portfolios first reported a position in EWU in Q4 2018 and held it in 5 quarters. The position peaked at $545K in Q4 2019. 175 funds tracked by Wall St. Rank hold EWU as of Q2 2020.

  • Camelot Portfolios reported no remaining iShares MSCI United Kingdom ETF position as of Q2 2020 after selling out during the quarter.
  • Camelot Portfolios sold 12,302 iShares MSCI United Kingdom ETF shares in Q2 2020, an estimated $294K.
  • Camelot Portfolios first reported a position in iShares MSCI United Kingdom ETF in Q4 2018 and held it in 5 quarters.
  • Camelot Portfolios's iShares MSCI United Kingdom ETF position peaked at $545K in Q4 2019.
  • 175 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q2 2020.

Based on Camelot Portfolios's 13F filing for Q2 2020, filed 30 Jul 2020.