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Destination Wealth Management’s iShares Europe ETF IEV Stock Holding History

Destination Wealth Management’s Portfolio IEV Stock Details IEV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-10,185
Closed -$459K – 121
2014
Q3 		$459K Buy
+10,185
New +$477K 0.05% 91

Other funds holding IEV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
Axa
Axa Paris, France $91.9M AUM 27.41% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

Destination Wealth Management's IEV Position: Q4 2014 in Review

Destination Wealth Management sold out of iShares Europe ETF (IEV) in Q4 2014, closing a stake of 10,185 shares — an estimated $459K sold.

Destination Wealth Management first reported a position in IEV in Q3 2014 and held it in 1 quarter. The position peaked at $459K in Q3 2014. 163 funds tracked by Wall St. Rank hold IEV as of Q4 2014.

  • Destination Wealth Management reported no remaining iShares Europe ETF position as of Q4 2014 after selling out during the quarter.
  • Destination Wealth Management sold 10,185 iShares Europe ETF shares in Q4 2014, an estimated $459K.
  • Destination Wealth Management first reported a position in iShares Europe ETF in Q3 2014 and held it in 1 quarter.
  • Destination Wealth Management's iShares Europe ETF position peaked at $459K in Q3 2014.
  • 163 funds tracked by Wall St. Rank held iShares Europe ETF as of Q4 2014.

Based on Destination Wealth Management's 13F filing for Q4 2014, filed 14 Jan 2015.