CI
WPS

Cavalier Investments’s iShares International Developed Property ETF WPS Stock Holding History

Cavalier Investments’s Portfolio WPS Stock Details WPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-105,575
Closed -$3.9M – 204
2018
Q3 		$3.9M Buy
+105,575
New +$4M 1.14% 22

Other funds holding WPS

TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
CL
CPWM LLC Seattle, Washington $1.06B AUM 14.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
Axa
Axa Paris, France $256M AUM 25.01% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AHC
Adell Harriman & Carpenter Houston, Texas $1.64B AUM 36.77% 1-Year Est. Return

Cavalier Investments's WPS Position: Q4 2018 in Review

Cavalier Investments sold out of iShares International Developed Property ETF (WPS) in Q4 2018, closing a stake of 105,575 shares — an estimated $3.9M sold.

Cavalier Investments first reported a position in WPS in Q3 2018 and held it in 1 quarter. The position peaked at $3.9M in Q3 2018. 50 funds tracked by Wall St. Rank hold WPS as of Q4 2018.

  • Cavalier Investments reported no remaining iShares International Developed Property ETF position as of Q4 2018 after selling out during the quarter.
  • Cavalier Investments sold 105,575 iShares International Developed Property ETF shares in Q4 2018, an estimated $3.9M.
  • Cavalier Investments first reported a position in iShares International Developed Property ETF in Q3 2018 and held it in 1 quarter.
  • Cavalier Investments's iShares International Developed Property ETF position peaked at $3.9M in Q3 2018.
  • 50 funds tracked by Wall St. Rank held iShares International Developed Property ETF as of Q4 2018.

Based on Cavalier Investments's 13F filing for Q4 2018, filed 1 Feb 2019.