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Haberer Registered Investment Advisor’s iShares MSCI United Kingdom ETF EWU Stock Holding History

Haberer Registered Investment Advisor’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
Q1 		$1.06M Buy
29,575
+12,252
+71% +$450K 0.64% 42
2014
Q4 		$625K Buy
17,323
+4,168
+32% +$156K 0.36% 57
2014
Q3 		$510K Buy
13,155
+9,525
+262% +$389K 0.24% 71
2014
Q2 		$152K Buy
3,630
+1,230
+51% +$52.6K 0.07% 103
2014
Q1 		$99K Buy
+2,400
New +$98.9K 0.05% 112

Other funds holding EWU

MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CC
Curian Capital Denver, Colorado $1.35B AUM 0.33% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
H
Hexavest Montreal, Quebec, Canada $1.64B AUM 28.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Haberer Registered Investment Advisor's EWU Position: Q1 2015 in Review

Haberer Registered Investment Advisor increased its iShares MSCI United Kingdom ETF (EWU) stake by 71% in Q1 2015, buying an estimated $450K and bringing the position to 29,575 shares worth $1.06M. The position accounts for 0.64% of the portfolio, ranked #42.

Haberer Registered Investment Advisor first reported a position in EWU in Q1 2014 and has held it in 5 quarters since. 158 funds tracked by Wall St. Rank hold EWU as of Q1 2015.

  • Haberer Registered Investment Advisor held 29,575 shares of iShares MSCI United Kingdom ETF worth $1.06M as of Q1 2015.
  • Haberer Registered Investment Advisor bought 12,252 iShares MSCI United Kingdom ETF shares in Q1 2015, an estimated $450K.
  • iShares MSCI United Kingdom ETF made up 0.64% of Haberer Registered Investment Advisor's portfolio in Q1 2015, its #42 holding.
  • Haberer Registered Investment Advisor first reported a position in iShares MSCI United Kingdom ETF in Q1 2014 and has held it in 5 quarters since.
  • 158 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q1 2015.

Based on Haberer Registered Investment Advisor's 13F filing for Q1 2015, filed 8 Apr 2015.