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Counsel Portfolio Services’s iShares MSCI United Kingdom ETF EWU Stock Holding History

Counsel Portfolio Services’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
2015
Q3 		– Sell
-22,100
Closed -$807K – 294
2015
Q2 		$807K Buy
+22,100
New +$846K 0.08% 203
2014
Q4 		– Sell
-35,432
Closed -$291K – 295
2014
Q3 		$291K Sell
35,432
-15,939
-31% -$651K 0.03% 269
2014
Q2 		$2.15M Buy
+51,371
New +$2.2M 0.2% 136

Other funds holding EWU

LTI
Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Counsel Portfolio Services's EWU Position: Q3 2015 in Review

Counsel Portfolio Services sold out of iShares MSCI United Kingdom ETF (EWU) in Q3 2015, closing a stake of 22,100 shares — an estimated $807K sold.

Counsel Portfolio Services first reported a position in EWU in Q2 2014 and held it in 3 quarters. The position peaked at $2.15M in Q2 2014. 160 funds tracked by Wall St. Rank hold EWU as of Q3 2015.

  • Counsel Portfolio Services reported no remaining iShares MSCI United Kingdom ETF position as of Q3 2015 after selling out during the quarter.
  • Counsel Portfolio Services sold 22,100 iShares MSCI United Kingdom ETF shares in Q3 2015, an estimated $807K.
  • Counsel Portfolio Services first reported a position in iShares MSCI United Kingdom ETF in Q2 2014 and held it in 3 quarters.
  • Counsel Portfolio Services's iShares MSCI United Kingdom ETF position peaked at $2.15M in Q2 2014.
  • 160 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q3 2015.

Based on Counsel Portfolio Services's 13F filing for Q3 2015, filed 13 Nov 2015.