CPF Texas’s iShares MSCI United Kingdom ETF EWU Stock Holding History

CPF Texas’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
2018 Q1	–	Sell	-14,709	Closed	-$530K	–	242
2017 Q4	$530K	Buy	+14,709	New	+$514K	0.26%	93

Other funds holding EWU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

CPF Texas's EWU Position: Q1 2018 in Review

CPF Texas sold out of iShares MSCI United Kingdom ETF (EWU) in Q1 2018, closing a stake of 14,709 shares — an estimated $530K sold.

CPF Texas first reported a position in EWU in Q4 2017 and held it in 1 quarter. The position peaked at $530K in Q4 2017. 185 funds tracked by Wall St. Rank hold EWU as of Q1 2018.

CPF Texas reported no remaining iShares MSCI United Kingdom ETF position as of Q1 2018 after selling out during the quarter.
CPF Texas sold 14,709 iShares MSCI United Kingdom ETF shares in Q1 2018, an estimated $530K.
CPF Texas first reported a position in iShares MSCI United Kingdom ETF in Q4 2017 and held it in 1 quarter.
CPF Texas's iShares MSCI United Kingdom ETF position peaked at $530K in Q4 2017.
185 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q1 2018.

Based on CPF Texas's 13F filing for Q1 2018, filed 24 May 2018.