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Cumberland Advisors’s iShares MSCI Hong Kong ETF EWH Stock Holding History

Cumberland Advisors’s Portfolio EWH Stock Details EWH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-104,030
Closed -$2.53M – 64
2019
Q4 		$2.53M Sell
104,030
-8,800
-8% -$208K 0.87% 27
2019
Q3 		$2.56M Sell
112,830
-3,830
-3% -$93K 0.72% 29
2019
Q2 		$3.02M Sell
116,660
-4,040
-3% -$104K 1.02% 26
2019
Q1 		$3.16M Buy
+120,700
New +$3M 1.1% 21
2018
Q3 		– Sell
-100,190
Closed -$2.43M – 44
2018
Q2 		$2.43M Buy
100,190
+3,840
+4% +$98.2K 1.52% 22
2018
Q1 		$2.44M Sell
96,350
-5,840
-6% -$151K 1.49% 25
2017
Q4 		$2.6M Buy
102,190
+1,910
+2% +$48.2K 1.44% 26
2017
Q3 		$2.48M Sell
100,280
-9,080
-8% -$221K 1.52% 25
2017
Q2 		$2.56M Buy
109,360
+41,050
+60% +$954K 1.51% 22
2017
Q1 		$1.52M Sell
68,310
-4,080
-6% -$87.2K 0.95% 24
2016
Q4 		$1.41M Buy
+72,390
New +$1.52M 1.01% 26
2016
Q1 		– Sell
-116,390
Closed -$2.31M – 53
2015
Q4 		$2.31M Buy
+116,390
New +$2.36M 1.37% 23
2013
Q3 		– Sell
-148,052
Closed -$2.71M – 39
2013
Q2 		$2.71M Buy
+148,052
New +$2.93M 1.48% 28

Other funds holding EWH

PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.95B AUM 25.05% 1-Year Est. Return
H
Hexavest Montreal, Quebec, Canada $1.64B AUM 28.34% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AG
AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

Cumberland Advisors's EWH Position: Q1 2020 in Review

Cumberland Advisors sold out of iShares MSCI Hong Kong ETF (EWH) in Q1 2020, closing a stake of 104,030 shares — an estimated $2.53M sold.

Cumberland Advisors first reported a position in EWH in Q2 2013 and held it in 13 quarters. The position peaked at $3.16M in Q1 2019. 137 funds tracked by Wall St. Rank hold EWH as of Q1 2020.

  • Cumberland Advisors reported no remaining iShares MSCI Hong Kong ETF position as of Q1 2020 after selling out during the quarter.
  • Cumberland Advisors sold 104,030 iShares MSCI Hong Kong ETF shares in Q1 2020, an estimated $2.53M.
  • Cumberland Advisors first reported a position in iShares MSCI Hong Kong ETF in Q2 2013 and held it in 13 quarters.
  • Cumberland Advisors's iShares MSCI Hong Kong ETF position peaked at $3.16M in Q1 2019.
  • 137 funds tracked by Wall St. Rank held iShares MSCI Hong Kong ETF as of Q1 2020.

Based on Cumberland Advisors's 13F filing for Q1 2020, filed 27 Apr 2020.