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Edmond de Rothschild (Suisse)’s iShares MSCI United Kingdom ETF EWU Stock Holding History

Edmond de Rothschild (Suisse)’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
Q3 		$26K Sell
825
-2,345
-74% -$73.4K 0.01% 371
2016
Q2 		$97K Buy
3,170
+585
+23% +$18.6K 0.03% 235
2016
Q1 		$81K Buy
2,585
+985
+62% +$29.9K 0.03% 206
2015
Q4 		$52K Hold
1,600
– – 0.02% 241
2015
Q3 		$52K Hold
1,600
– – 0.02% 268
2015
Q2 		$58K Buy
+1,600
New +$61.2K 0.02% 271

Other funds holding EWU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Edmond de Rothschild (Suisse)'s EWU Position: Q3 2016 in Review

Edmond de Rothschild (Suisse) reduced its iShares MSCI United Kingdom ETF (EWU) stake by 74% in Q3 2016, selling an estimated $73.4K and leaving 825 shares worth $26K. The position accounts for 0.01% of the portfolio, ranked #371.

Edmond de Rothschild (Suisse) first reported a position in EWU in Q2 2015 and has held it in 6 quarters since. The position peaked at $97K in Q2 2016. 160 funds tracked by Wall St. Rank hold EWU as of Q3 2016.

  • Edmond de Rothschild (Suisse) held 825 shares of iShares MSCI United Kingdom ETF worth $26K as of Q3 2016.
  • Edmond de Rothschild (Suisse) sold 2,345 iShares MSCI United Kingdom ETF shares in Q3 2016, an estimated $73.4K.
  • iShares MSCI United Kingdom ETF made up 0.01% of Edmond de Rothschild (Suisse)'s portfolio in Q3 2016, its #371 holding.
  • Edmond de Rothschild (Suisse) first reported a position in iShares MSCI United Kingdom ETF in Q2 2015 and has held it in 6 quarters since.
  • Edmond de Rothschild (Suisse)'s iShares MSCI United Kingdom ETF position peaked at $97K in Q2 2016.
  • 160 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q3 2016.

Based on Edmond de Rothschild (Suisse)'s 13F filing for Q3 2016, filed 14 Nov 2016.