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Gupta Wealth Management’s iShares MSCI United Kingdom ETF EWU Stock Holding History

Gupta Wealth 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
-301
Closed -$10K – 1282
2015
Q3 		$10K Sell
301
-1,397
-82% -$49.3K ﹤0.01% 905
2015
Q2 		$62K Buy
+1,698
New +$65K 0.02% 425

Other funds holding EWU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Gupta Wealth Management's EWU Position: Q4 2015 in Review

Gupta Wealth Management sold out of iShares MSCI United Kingdom ETF (EWU) in Q4 2015, closing a stake of 301 shares — an estimated $10K sold.

Gupta Wealth Management first reported a position in EWU in Q2 2015 and held it in 2 quarters. The position peaked at $62K in Q2 2015. 161 funds tracked by Wall St. Rank hold EWU as of Q4 2015.

  • Gupta Wealth Management reported no remaining iShares MSCI United Kingdom ETF position as of Q4 2015 after selling out during the quarter.
  • Gupta Wealth Management sold 301 iShares MSCI United Kingdom ETF shares in Q4 2015, an estimated $10K.
  • Gupta Wealth Management first reported a position in iShares MSCI United Kingdom ETF in Q2 2015 and held it in 2 quarters.
  • Gupta Wealth Management's iShares MSCI United Kingdom ETF position peaked at $62K in Q2 2015.
  • 161 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q4 2015.

Based on Gupta Wealth Management's 13F filing for Q4 2015, filed 17 Feb 2016.