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

Elite 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	-200	Closed	-$9K	–	232
2014 Q3	$9K	Hold	200	–	–	0.01%	289
2014 Q2	$10K	Hold	200	–	–	0.01%	222
2014 Q1	$10K	Hold	200	–	–	0.01%	235
2013 Q4	$9K	Hold	200	–	–	0.01%	371
2013 Q3	$9K	Hold	200	–	–	0.01%	313
2013 Q2	$8K	Buy	+200	New	+$8.2K	0.01%	224

Other funds holding IEV

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Axa Paris, France $91.9M AUM 27.41% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

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

Elite Wealth Management sold out of iShares Europe ETF (IEV) in Q4 2014, closing a stake of 200 shares — an estimated $9K sold.

Elite Wealth Management first reported a position in IEV in Q2 2013 and held it in 6 quarters. The position peaked at $10K in Q2 2014. 163 funds tracked by Wall St. Rank hold IEV as of Q4 2014.

Elite Wealth Management reported no remaining iShares Europe ETF position as of Q4 2014 after selling out during the quarter.
Elite Wealth Management sold 200 iShares Europe ETF shares in Q4 2014, an estimated $9K.
Elite Wealth Management first reported a position in iShares Europe ETF in Q2 2013 and held it in 6 quarters.
Elite Wealth Management's iShares Europe ETF position peaked at $10K in Q2 2014.
163 funds tracked by Wall St. Rank held iShares Europe ETF as of Q4 2014.

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