Elite Wealth Management’s iShares MSCI Spain ETF EWP Stock Holding History

Elite Wealth Management’s Portfolio EWP Stock Details EWP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q4	–	Sell	-150	Closed	-$6K	–	176
2014 Q3	$6K	Hold	150	–	–	0.01%	335
2014 Q2	$6K	Hold	150	–	–	0.01%	278
2014 Q1	$6K	Hold	150	–	–	﹤0.01%	267
2013 Q4	$6K	Hold	150	–	–	﹤0.01%	421
2013 Q3	$5K	Hold	150	–	–	﹤0.01%	349
2013 Q2	$4K	Buy	+150	New	+$4.5K	0.01%	256

Other funds holding EWP

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

PAG

Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Elite Wealth Management's EWP Position: Q4 2014 in Review

Elite Wealth Management sold out of iShares MSCI Spain ETF (EWP) in Q4 2014, closing a stake of 150 shares — an estimated $6K sold.

Elite Wealth Management first reported a position in EWP in Q2 2013 and held it in 6 quarters. The position peaked at $6K in Q3 2014. 114 funds tracked by Wall St. Rank hold EWP as of Q4 2014.

Elite Wealth Management reported no remaining iShares MSCI Spain ETF position as of Q4 2014 after selling out during the quarter.
Elite Wealth Management sold 150 iShares MSCI Spain ETF shares in Q4 2014, an estimated $6K.
Elite Wealth Management first reported a position in iShares MSCI Spain ETF in Q2 2013 and held it in 6 quarters.
Elite Wealth Management's iShares MSCI Spain ETF position peaked at $6K in Q3 2014.
114 funds tracked by Wall St. Rank held iShares MSCI Spain ETF as of Q4 2014.

Based on Elite Wealth Management's 13F filing for Q4 2014, filed 13 Oct 2016.