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Dana Investment Advisors’s iShares MSCI United Kingdom ETF EWU Stock Holding History

Dana Investment Advisors’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
2016
Q4 		– Sell
-5,958
Closed -$189K – 292
2016
Q3 		$189K Sell
5,958
-2,136
-26% -$66.9K 0.01% 261
2016
Q2 		$249K Hold
8,094
– – 0.01% 248
2016
Q1 		$254K Buy
8,094
+7,961
+5,986% +$241K 0.01% 248
2015
Q4 		$265 Sell
133
-8,862
-99% -$301K 0.01% 259
2015
Q3 		$295K Hold
8,995
– – 0.01% 248
2015
Q2 		$328K Buy
8,995
+2,632
+41% +$101K 0.02% 236
2015
Q1 		$229K Hold
6,363
– – 0.01% 250
2014
Q4 		$229K Buy
+6,363
New +$238K 0.01% 264
2014
Q3 		– Sell
-6,588
Closed -$275K – 263
2014
Q2 		$275K Hold
6,588
– – 0.02% 252
2014
Q1 		$271K Sell
6,588
-3,435
-34% -$142K 0.02% 249
2013
Q4 		$419K Sell
10,023
-1,368
-12% -$55.1K 0.03% 234
2013
Q3 		$447K Sell
11,391
-3,119
-21% -$119K 0.03% 226
2013
Q2 		$512K Buy
+14,510
New +$540K 0.04% 179

Other funds holding EWU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

Dana Investment Advisors's EWU Position: Q4 2016 in Review

Dana Investment Advisors sold out of iShares MSCI United Kingdom ETF (EWU) in Q4 2016, closing a stake of 5,958 shares — an estimated $189K sold.

Dana Investment Advisors first reported a position in EWU in Q2 2013 and held it in 13 quarters. The position peaked at $512K in Q2 2013. 165 funds tracked by Wall St. Rank hold EWU as of Q4 2016.

  • Dana Investment Advisors reported no remaining iShares MSCI United Kingdom ETF position as of Q4 2016 after selling out during the quarter.
  • Dana Investment Advisors sold 5,958 iShares MSCI United Kingdom ETF shares in Q4 2016, an estimated $189K.
  • Dana Investment Advisors first reported a position in iShares MSCI United Kingdom ETF in Q2 2013 and held it in 13 quarters.
  • Dana Investment Advisors's iShares MSCI United Kingdom ETF position peaked at $512K in Q2 2013.
  • 165 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q4 2016.

Based on Dana Investment Advisors's 13F filing for Q4 2016, filed 15 Feb 2017.