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KMS Financial Services’s iShares MSCI United Kingdom ETF EWU Stock Holding History

KMS Financial Services’s Portfolio EWU Stock Details EWU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-27,340
Closed -$1.14M – 539
2013
Q4 		$1.14M Buy
+27,340
New +$1.1M 0.19% 120

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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
CC
Curian Capital Denver, Colorado $1.35B AUM 0.33% 1-Year Est. Return
H
Hexavest Montreal, Quebec, Canada $1.64B AUM 28.34% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

KMS Financial Services's EWU Position: Q1 2014 in Review

KMS Financial Services sold out of iShares MSCI United Kingdom ETF (EWU) in Q1 2014, closing a stake of 27,340 shares — an estimated $1.14M sold.

KMS Financial Services first reported a position in EWU in Q4 2013 and held it in 1 quarter. The position peaked at $1.14M in Q4 2013. 159 funds tracked by Wall St. Rank hold EWU as of Q1 2014.

  • KMS Financial Services reported no remaining iShares MSCI United Kingdom ETF position as of Q1 2014 after selling out during the quarter.
  • KMS Financial Services sold 27,340 iShares MSCI United Kingdom ETF shares in Q1 2014, an estimated $1.14M.
  • KMS Financial Services first reported a position in iShares MSCI United Kingdom ETF in Q4 2013 and held it in 1 quarter.
  • KMS Financial Services's iShares MSCI United Kingdom ETF position peaked at $1.14M in Q4 2013.
  • 159 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q1 2014.

Based on KMS Financial Services's 13F filing for Q1 2014, filed 9 May 2014.