Goelzer Investment Management’s iShares MSCI United Kingdom ETF EWU Stock Holding History

Goelzer Investment Management’s Portfolio EWU Stock Details EWU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q4	–	Sell	-10,525	Closed	-$345K	–	202
2015 Q3	$345K	Sell	10,525 -383	-4%	-$13.5K	0.05%	172
2015 Q2	$398K	Buy	10,908 +383	+4%	+$14.7K	0.06%	168
2015 Q1	$379K	Hold	10,525	–	–	0.06%	168
2014 Q4	$380K	Hold	10,525	–	–	0.06%	167
2014 Q3	$408K	Hold	10,525	–	–	0.07%	163
2014 Q2	$440K	Hold	10,525	–	–	0.07%	160
2014 Q1	$433K	Hold	10,525	–	–	0.08%	157
2013 Q4	$440K	Hold	10,525	–	–	0.08%	156
2013 Q3	$413K	Sell	10,525 -16,075	-60%	-$611K	0.08%	154
2013 Q2	$940K	Buy	+26,600	New	+$990K	0.1%	150

Other funds holding EWU

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

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

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

BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

PVH

Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Goelzer Investment Management's EWU Position: Q4 2015 in Review

Goelzer Investment Management sold out of iShares MSCI United Kingdom ETF (EWU) in Q4 2015, closing a stake of 10,525 shares — an estimated $345K sold.

Goelzer Investment Management first reported a position in EWU in Q2 2013 and held it in 10 quarters. The position peaked at $940K in Q2 2013. 161 funds tracked by Wall St. Rank hold EWU as of Q4 2015.

Goelzer Investment Management reported no remaining iShares MSCI United Kingdom ETF position as of Q4 2015 after selling out during the quarter.
Goelzer Investment Management sold 10,525 iShares MSCI United Kingdom ETF shares in Q4 2015, an estimated $345K.
Goelzer Investment Management first reported a position in iShares MSCI United Kingdom ETF in Q2 2013 and held it in 10 quarters.
Goelzer Investment Management's iShares MSCI United Kingdom ETF position peaked at $940K in Q2 2013.
161 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q4 2015.

Based on Goelzer Investment Management's 13F filing for Q4 2015, filed 2 Feb 2016.