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Independent Portfolio Consultants’s iShares MSCI Hong Kong ETF EWH Stock Holding History

Independent Portfolio Consultants’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
2017
Q2 		$124K Buy
5,285
+1,760
+50% +$40.9K 0.05% 380
2017
Q1 		$78K Sell
3,525
-1,270
-26% -$27.1K 0.03% 493
2016
Q4 		$93K Buy
+4,795
New +$101K 0.03% 458
2016
Q1 		– Sell
-11,455
Closed -$227K – 762
2015
Q4 		$227K Buy
+11,455
New +$232K 0.07% 317

Other funds holding EWH

PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
GH
GAM Holding Zurich, Switzerland $1.31B AUM 35.17% 1-Year Est. Return
QIM
Quantitative Investment Management Charlottesville, Virginia $917M AUM 3.96% 1-Year Est. Return

Independent Portfolio Consultants's EWH Position: Q2 2017 in Review

Independent Portfolio Consultants increased its iShares MSCI Hong Kong ETF (EWH) stake by 50% in Q2 2017, buying an estimated $40.9K and bringing the position to 5,285 shares worth $124K. The position accounts for 0.05% of the portfolio, ranked #380.

Independent Portfolio Consultants first reported a position in EWH in Q4 2015 and has held it in 4 quarters since. The position peaked at $227K in Q4 2015. 134 funds tracked by Wall St. Rank hold EWH as of Q2 2017.

  • Independent Portfolio Consultants held 5,285 shares of iShares MSCI Hong Kong ETF worth $124K as of Q2 2017.
  • Independent Portfolio Consultants bought 1,760 iShares MSCI Hong Kong ETF shares in Q2 2017, an estimated $40.9K.
  • iShares MSCI Hong Kong ETF made up 0.05% of Independent Portfolio Consultants's portfolio in Q2 2017, its #380 holding.
  • Independent Portfolio Consultants first reported a position in iShares MSCI Hong Kong ETF in Q4 2015 and has held it in 4 quarters since.
  • Independent Portfolio Consultants's iShares MSCI Hong Kong ETF position peaked at $227K in Q4 2015.
  • 134 funds tracked by Wall St. Rank held iShares MSCI Hong Kong ETF as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.