Capstone Investment Advisors
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Capstone Investment Advisors’s iShares MSCI United Kingdom ETF EWU Stock Holding History

Capstone Investment 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
2019
Q2 		– Sell
-11,400
Closed -$376K – 1401
2019
Q1 		$376K Buy
+11,400
New +$363K ﹤0.01% 1044

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Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return
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
USAA
United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capstone Investment Advisors's EWU Position: Q3 2017 in Review

Capstone Investment Advisors sold out of iShares MSCI United Kingdom ETF (EWU) in Q3 2017, closing a stake of 669,718 shares — an estimated $22.3M sold.

Capstone Investment Advisors first reported a position in EWU in Q4 2016 and held it in 3 quarters. The position peaked at $22.3M in Q2 2017. 165 funds tracked by Wall St. Rank hold EWU as of Q3 2017.

  • Capstone Investment Advisors reported no remaining iShares MSCI United Kingdom ETF position as of Q3 2017 after selling out during the quarter.
  • Capstone Investment Advisors sold 669,718 iShares MSCI United Kingdom ETF shares in Q3 2017, an estimated $22.3M.
  • Capstone Investment Advisors first reported a position in iShares MSCI United Kingdom ETF in Q4 2016 and held it in 3 quarters.
  • Capstone Investment Advisors's iShares MSCI United Kingdom ETF position peaked at $22.3M in Q2 2017.
  • 165 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q3 2017.

Based on Capstone Investment Advisors's 13F filing for Q3 2017, filed 14 Nov 2017.