EWM
WPS

Executive Wealth Management’s iShares International Developed Property ETF WPS Stock Holding History

Executive Wealth Management’s Portfolio WPS Stock Details WPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-8,513
Closed -$324K – 850
2019
Q2 		$324K Buy
+8,513
New +$324K 0.05% 136

Other funds holding WPS

TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
CL
CPWM LLC Seattle, Washington $1.06B AUM 14.49% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
Axa
Axa Paris, France $256M AUM 25.01% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AHC
Adell Harriman & Carpenter Houston, Texas $1.64B AUM 36.77% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return

Executive Wealth Management's WPS Position: Q3 2019 in Review

Executive Wealth Management sold out of iShares International Developed Property ETF (WPS) in Q3 2019, closing a stake of 8,513 shares — an estimated $324K sold.

Executive Wealth Management first reported a position in WPS in Q2 2019 and held it in 1 quarter. The position peaked at $324K in Q2 2019. 52 funds tracked by Wall St. Rank hold WPS as of Q3 2019.

  • Executive Wealth Management reported no remaining iShares International Developed Property ETF position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 8,513 iShares International Developed Property ETF shares in Q3 2019, an estimated $324K.
  • Executive Wealth Management first reported a position in iShares International Developed Property ETF in Q2 2019 and held it in 1 quarter.
  • Executive Wealth Management's iShares International Developed Property ETF position peaked at $324K in Q2 2019.
  • 52 funds tracked by Wall St. Rank held iShares International Developed Property ETF as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.