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Howe & Rusling’s iShares MSCI Hong Kong ETF EWH Stock Holding History

Howe & Rusling’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
2015
Q4 		– Sell
-1,240
Closed -$24K – 1016
2015
Q3 		$24K Buy
1,240
+879
+243% +$18.3K 0.01% 364
2015
Q2 		$8K Hold
361
– – ﹤0.01% 550
2015
Q1 		$8K Hold
361
– – ﹤0.01% 525
2014
Q4 		$7K Hold
361
– – ﹤0.01% 564
2014
Q3 		$7K Buy
+361
New +$7.82K ﹤0.01% 542
2014
Q1 		– Sell
-311
Closed -$6K – 861
2013
Q4 		$6K Buy
311
+1
+0.3% +$20 ﹤0.01% 567
2013
Q3 		$6K Buy
310
+4
+1% +$77 ﹤0.01% 664
2013
Q2 		$6K Buy
+306
New +$6.05K ﹤0.01% 682

Other funds holding EWH

LTI
Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return
ALA
Atherton Lane Advisers Menlo Park, California $1.72B AUM 0.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MAM
Marketfield Asset Management New York $127M AUM 30.51% 1-Year Est. Return
DCM
Dupont Capital Management Wilmington, Delaware $879M AUM 29.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return