EWM
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Elite Wealth Management’s iShares MSCI Hong Kong ETF EWH Stock Holding History

Elite Wealth Management’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
2013
Q4 		– Sell
-271
Closed -$5K – 882
2013
Q3 		$5K Hold
271
– – ﹤0.01% 348
2013
Q2 		$5K Buy
+271
New +$5.36K 0.01% 247

Other funds holding EWH

CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ALA
Atherton Lane Advisers Menlo Park, California $1.72B AUM 0.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

Elite Wealth Management's EWH Position: Q4 2013 in Review

Elite Wealth Management sold out of iShares MSCI Hong Kong ETF (EWH) in Q4 2013, closing a stake of 271 shares — an estimated $5K sold.

Elite Wealth Management first reported a position in EWH in Q2 2013 and held it in 2 quarters. The position peaked at $5K in Q3 2013. 148 funds tracked by Wall St. Rank hold EWH as of Q4 2013.

  • Elite Wealth Management reported no remaining iShares MSCI Hong Kong ETF position as of Q4 2013 after selling out during the quarter.
  • Elite Wealth Management sold 271 iShares MSCI Hong Kong ETF shares in Q4 2013, an estimated $5K.
  • Elite Wealth Management first reported a position in iShares MSCI Hong Kong ETF in Q2 2013 and held it in 2 quarters.
  • Elite Wealth Management's iShares MSCI Hong Kong ETF position peaked at $5K in Q3 2013.
  • 148 funds tracked by Wall St. Rank held iShares MSCI Hong Kong ETF as of Q4 2013.

Based on Elite Wealth Management's 13F filing for Q4 2013, filed 23 Nov 2016.