CWM
EWU icon

Concert Wealth Management’s iShares MSCI United Kingdom ETF EWU Stock Holding History

Concert Wealth 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
2014
Q3 		– Sell
-9,369
Closed -$371K – 553
2014
Q2 		$371K Sell
9,369
-163
-2% -$6.98K 0.05% 358
2014
Q1 		$393K Buy
+9,532
New +$393K 0.05% 335

Other funds holding EWU

WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Concert Wealth Management's EWU Position: Q3 2014 in Review

Concert Wealth Management sold out of iShares MSCI United Kingdom ETF (EWU) in Q3 2014, closing a stake of 9,369 shares — an estimated $371K sold.

Concert Wealth Management first reported a position in EWU in Q1 2014 and held it in 2 quarters. The position peaked at $393K in Q1 2014. 163 funds tracked by Wall St. Rank hold EWU as of Q3 2014.

  • Concert Wealth Management reported no remaining iShares MSCI United Kingdom ETF position as of Q3 2014 after selling out during the quarter.
  • Concert Wealth Management sold 9,369 iShares MSCI United Kingdom ETF shares in Q3 2014, an estimated $371K.
  • Concert Wealth Management first reported a position in iShares MSCI United Kingdom ETF in Q1 2014 and held it in 2 quarters.
  • Concert Wealth Management's iShares MSCI United Kingdom ETF position peaked at $393K in Q1 2014.
  • 163 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q3 2014.

Based on Concert Wealth Management's 13F filing for Q3 2014, filed 13 Nov 2014.