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Gateway Advisory’s iShares MSCI Spain ETF EWP Stock Holding History

Gateway Advisory’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
-89,106
Closed -$3.47M – 37
2014
Q3 		$3.47M Buy
89,106
+2,222
+3% +$90.3K 1.59% 18
2014
Q2 		$3.72M Sell
86,884
-729
-0.8% -$30.8K 1.72% 18
2014
Q1 		$3.58M Buy
87,613
+300
+0.3% +$11.8K 1.73% 17
2013
Q4 		$3.37M Sell
87,313
-192
-0.2% -$7.12K 1.86% 19
2013
Q3 		$3.04M Buy
87,505
+10,890
+14% +$343K 1.73% 18
2013
Q2 		$2.12M Buy
+76,615
New +$2.3M 1.27% 20

Other funds holding EWP

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
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
GC
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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Gateway Advisory's EWP Position: Q4 2014 in Review

Gateway Advisory sold out of iShares MSCI Spain ETF (EWP) in Q4 2014, closing a stake of 89,106 shares — an estimated $3.47M sold.

Gateway Advisory first reported a position in EWP in Q2 2013 and held it in 6 quarters. The position peaked at $3.72M in Q2 2014. 114 funds tracked by Wall St. Rank hold EWP as of Q4 2014.

  • Gateway Advisory reported no remaining iShares MSCI Spain ETF position as of Q4 2014 after selling out during the quarter.
  • Gateway Advisory sold 89,106 iShares MSCI Spain ETF shares in Q4 2014, an estimated $3.47M.
  • Gateway Advisory first reported a position in iShares MSCI Spain ETF in Q2 2013 and held it in 6 quarters.
  • Gateway Advisory's iShares MSCI Spain ETF position peaked at $3.72M in Q2 2014.
  • 114 funds tracked by Wall St. Rank held iShares MSCI Spain ETF as of Q4 2014.

Based on Gateway Advisory's 13F filing for Q4 2014, filed 23 Jan 2015.