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D'Orazio & Associates’s iShares MSCI Hong Kong ETF EWH Stock Holding History

D'Orazio & Associates’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
2016
Q1 		– Sell
-213
Closed -$4K – 304
2015
Q4 		$4K Hold
213
– – ﹤0.01% 220
2015
Q3 		$4K Hold
213
– – ﹤0.01% 248
2015
Q2 		$5K Hold
213
– – ﹤0.01% 203
2015
Q1 		$5K Hold
213
– – ﹤0.01% 215
2014
Q4 		$4K Hold
213
– – ﹤0.01% 203
2014
Q3 		$4K Hold
213
– – ﹤0.01% 212
2014
Q2 		$4K Hold
213
– – ﹤0.01% 215
2014
Q1 		$4K Hold
213
– – ﹤0.01% 206
2013
Q4 		$4K Buy
+213
New +$4.34K ﹤0.01% 197

Other funds holding EWH

PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.95B AUM 25.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
DCM
Dupont Capital Management Wilmington, Delaware $2.18M AUM 50.81% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GH
GAM Holding Zurich, Switzerland $1.31B AUM 35.17% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return

D'Orazio & Associates's EWH Position: Q1 2016 in Review

D'Orazio & Associates sold out of iShares MSCI Hong Kong ETF (EWH) in Q1 2016, closing a stake of 213 shares — an estimated $4K sold.

D'Orazio & Associates first reported a position in EWH in Q4 2013 and held it in 9 quarters. The position peaked at $5K in Q2 2015. 122 funds tracked by Wall St. Rank hold EWH as of Q1 2016.

  • D'Orazio & Associates reported no remaining iShares MSCI Hong Kong ETF position as of Q1 2016 after selling out during the quarter.
  • D'Orazio & Associates sold 213 iShares MSCI Hong Kong ETF shares in Q1 2016, an estimated $4K.
  • D'Orazio & Associates first reported a position in iShares MSCI Hong Kong ETF in Q4 2013 and held it in 9 quarters.
  • D'Orazio & Associates's iShares MSCI Hong Kong ETF position peaked at $5K in Q2 2015.
  • 122 funds tracked by Wall St. Rank held iShares MSCI Hong Kong ETF as of Q1 2016.

Based on D'Orazio & Associates's 13F filing for Q1 2016, filed 13 May 2016.