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D.A. Davidson & Co’s iShares MSCI United Kingdom ETF EWU Stock Holding History

D.A. Davidson & Co’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
2017
Q3 		– Sell
-508
Closed -$16K – 1369
2017
Q2 		$16K Hold
508
– – ﹤0.01% 1874
2017
Q1 		$16K Sell
508
-13,664
-96% -$434K ﹤0.01% 1891
2016
Q4 		$433K Sell
14,172
-227
-2% -$6.91K 0.01% 697
2016
Q3 		$455K Sell
14,399
-8
-0.1% -$250 0.01% 664
2016
Q2 		$442K Buy
14,407
+14,205
+7,032% +$451K 0.01% 581
2016
Q1 		$6K Sell
202
-485
-71% -$14.7K ﹤0.01% 2002
2015
Q4 		$22K Sell
687
-904
-57% -$30.7K ﹤0.01% 1677
2015
Q3 		$52K Buy
1,591
+266
+20% +$9.39K ﹤0.01% 1351
2015
Q2 		$48K Buy
1,325
+830
+168% +$31.8K ﹤0.01% 1444
2015
Q1 		$17K Sell
495
-109
-18% -$4.01K ﹤0.01% 1693
2014
Q4 		$21K Buy
604
+109
+22% +$4.07K ﹤0.01% 1657
2014
Q3 		$19K Sell
495
-26
-5% -$1.06K ﹤0.01% 1680
2014
Q2 		$21K Sell
521
-191
-27% -$8.17K ﹤0.01% 1638
2014
Q1 		$29K Hold
712
– – ﹤0.01% 1549
2013
Q4 		$29K Buy
712
+26
+4% +$1.05K ﹤0.01% 1460
2013
Q3 		$26K Buy
686
+96
+16% +$3.65K ﹤0.01% 1283
2013
Q2 		$20K Buy
+590
New +$22K ﹤0.01% 1295

Other funds holding EWU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return

D.A. Davidson & Co's EWU Position: Q3 2017 in Review

D.A. Davidson & Co sold out of iShares MSCI United Kingdom ETF (EWU) in Q3 2017, closing a stake of 508 shares — an estimated $16K sold.

D.A. Davidson & Co first reported a position in EWU in Q2 2013 and held it in 17 quarters. The position peaked at $455K in Q3 2016. 165 funds tracked by Wall St. Rank hold EWU as of Q3 2017.

  • D.A. Davidson & Co reported no remaining iShares MSCI United Kingdom ETF position as of Q3 2017 after selling out during the quarter.
  • D.A. Davidson & Co sold 508 iShares MSCI United Kingdom ETF shares in Q3 2017, an estimated $16K.
  • D.A. Davidson & Co first reported a position in iShares MSCI United Kingdom ETF in Q2 2013 and held it in 17 quarters.
  • D.A. Davidson & Co's iShares MSCI United Kingdom ETF position peaked at $455K in Q3 2016.
  • 165 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q3 2017.

Based on D.A. Davidson & Co's 13F filing for Q3 2017, filed 8 Nov 2017.