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Jacobus Wealth Management’s iShares MSCI Hong Kong ETF EWH Stock Holding History

Jacobus Wealth Management’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
-10,233
Closed -$196K – 282
2015
Q3 		$196K Hold
10,233
– – 0.06% 206
2015
Q2 		$231K Hold
10,233
– – 0.06% 205
2015
Q1 		$224K Buy
+10,233
New +$220K 0.06% 200

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

Jacobus Wealth Management's EWH Position: Q4 2015 in Review

Jacobus Wealth Management sold out of iShares MSCI Hong Kong ETF (EWH) in Q4 2015, closing a stake of 10,233 shares — an estimated $196K sold.

Jacobus Wealth Management first reported a position in EWH in Q1 2015 and held it in 3 quarters. The position peaked at $231K in Q2 2015. 143 funds tracked by Wall St. Rank hold EWH as of Q4 2015.

  • Jacobus Wealth Management reported no remaining iShares MSCI Hong Kong ETF position as of Q4 2015 after selling out during the quarter.
  • Jacobus Wealth Management sold 10,233 iShares MSCI Hong Kong ETF shares in Q4 2015, an estimated $196K.
  • Jacobus Wealth Management first reported a position in iShares MSCI Hong Kong ETF in Q1 2015 and held it in 3 quarters.
  • Jacobus Wealth Management's iShares MSCI Hong Kong ETF position peaked at $231K in Q2 2015.
  • 143 funds tracked by Wall St. Rank held iShares MSCI Hong Kong ETF as of Q4 2015.

Based on Jacobus Wealth Management's 13F filing for Q4 2015, filed 8 Feb 2016.