CIA
EWU icon

CCM Investment Advisers’s iShares MSCI United Kingdom ETF EWU Stock Holding History

CCM Investment Advisers’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
2013
Q4 		– Sell
-9,900
Closed -$388K – 140
2013
Q3 		$388K Hold
9,900
– – 0.04% 116
2013
Q2 		$349K Buy
+9,900
New +$369K 0.04% 118

Other funds holding EWU

WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return
H
Hexavest Montreal, Quebec, Canada $1.64B AUM 28.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

CCM Investment Advisers's EWU Position: Q4 2013 in Review

CCM Investment Advisers sold out of iShares MSCI United Kingdom ETF (EWU) in Q4 2013, closing a stake of 9,900 shares — an estimated $388K sold.

CCM Investment Advisers first reported a position in EWU in Q2 2013 and held it in 2 quarters. The position peaked at $388K in Q3 2013. 161 funds tracked by Wall St. Rank hold EWU as of Q4 2013.

  • CCM Investment Advisers reported no remaining iShares MSCI United Kingdom ETF position as of Q4 2013 after selling out during the quarter.
  • CCM Investment Advisers sold 9,900 iShares MSCI United Kingdom ETF shares in Q4 2013, an estimated $388K.
  • CCM Investment Advisers first reported a position in iShares MSCI United Kingdom ETF in Q2 2013 and held it in 2 quarters.
  • CCM Investment Advisers's iShares MSCI United Kingdom ETF position peaked at $388K in Q3 2013.
  • 161 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q4 2013.

Based on CCM Investment Advisers's 13F filing for Q4 2013, filed 20 Feb 2014.