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Homrich & Berg’s iShares MSCI Hong Kong ETF EWH Stock Holding History

Homrich & Berg’s Portfolio EWH Stock Details EWH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-13,011
Closed -$238K – 130
2013
Q2 		$238K Buy
+13,011
New +$257K 0.04% 133

Other funds holding EWH

LTI
Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ALA
Atherton Lane Advisers Menlo Park, California $1.72B AUM 0.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Homrich & Berg's EWH Position: Q3 2013 in Review

Homrich & Berg sold out of iShares MSCI Hong Kong ETF (EWH) in Q3 2013, closing a stake of 13,011 shares — an estimated $238K sold.

Homrich & Berg first reported a position in EWH in Q2 2013 and held it in 1 quarter. The position peaked at $238K in Q2 2013. 144 funds tracked by Wall St. Rank hold EWH as of Q3 2013.

  • Homrich & Berg reported no remaining iShares MSCI Hong Kong ETF position as of Q3 2013 after selling out during the quarter.
  • Homrich & Berg sold 13,011 iShares MSCI Hong Kong ETF shares in Q3 2013, an estimated $238K.
  • Homrich & Berg first reported a position in iShares MSCI Hong Kong ETF in Q2 2013 and held it in 1 quarter.
  • Homrich & Berg's iShares MSCI Hong Kong ETF position peaked at $238K in Q2 2013.
  • 144 funds tracked by Wall St. Rank held iShares MSCI Hong Kong ETF as of Q3 2013.

Based on Homrich & Berg's 13F filing for Q3 2013, filed 12 Nov 2013.