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KCM Investment Advisors’s iShares MSCI Hong Kong ETF EWH Stock Holding History

KCM Investment Advisors’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
Q3 		– Sell
-38,835
Closed -$876K – 529
2015
Q2 		$876K Hold
38,835
– – 0.07% 259
2015
Q1 		$852K Buy
38,835
+3,755
+11% +$80.5K 0.07% 266
2014
Q4 		$721K Buy
35,080
+17,615
+101% +$371K 0.06% 280
2014
Q3 		$355K Hold
17,465
– – 0.03% 381
2014
Q2 		$365K Buy
+17,465
New +$363K 0.03% 373

Other funds holding EWH

WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.95B AUM 25.05% 1-Year Est. Return
ALA
Atherton Lane Advisers Menlo Park, California $1.72B AUM 0.32% 1-Year Est. Return
MAM
Marketfield Asset Management New York $127M AUM 30.51% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
DCM
Dupont Capital Management Wilmington, Delaware $2.18M AUM 50.81% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return

KCM Investment Advisors's EWH Position: Q3 2015 in Review

KCM Investment Advisors sold out of iShares MSCI Hong Kong ETF (EWH) in Q3 2015, closing a stake of 38,835 shares — an estimated $876K sold.

KCM Investment Advisors first reported a position in EWH in Q2 2014 and held it in 5 quarters. The position peaked at $876K in Q2 2015. 144 funds tracked by Wall St. Rank hold EWH as of Q3 2015.

  • KCM Investment Advisors reported no remaining iShares MSCI Hong Kong ETF position as of Q3 2015 after selling out during the quarter.
  • KCM Investment Advisors sold 38,835 iShares MSCI Hong Kong ETF shares in Q3 2015, an estimated $876K.
  • KCM Investment Advisors first reported a position in iShares MSCI Hong Kong ETF in Q2 2014 and held it in 5 quarters.
  • KCM Investment Advisors's iShares MSCI Hong Kong ETF position peaked at $876K in Q2 2015.
  • 144 funds tracked by Wall St. Rank held iShares MSCI Hong Kong ETF as of Q3 2015.

Based on KCM Investment Advisors's 13F filing for Q3 2015, filed 12 Nov 2015.