Lupo Securities’s iShares Europe ETF IEV Stock Holding History

Lupo Securities’s Portfolio IEV Stock Details IEV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	–	Sell	-4,051	Closed	-$212K	–	560
2014 Q4	$212K	Buy	+4,051	New	+$176K	0.1%	82

Other funds holding IEV

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PVH

Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Lupo Securities's IEV Position: Q1 2015 in Review

Lupo Securities sold out of iShares Europe ETF (IEV) in Q1 2015, closing a stake of 4,051 shares — an estimated $212K sold.

Lupo Securities first reported a position in IEV in Q4 2014 and held it in 1 quarter. The position peaked at $212K in Q4 2014. 160 funds tracked by Wall St. Rank hold IEV as of Q1 2015.

Lupo Securities reported no remaining iShares Europe ETF position as of Q1 2015 after selling out during the quarter.
Lupo Securities sold 4,051 iShares Europe ETF shares in Q1 2015, an estimated $212K.
Lupo Securities first reported a position in iShares Europe ETF in Q4 2014 and held it in 1 quarter.
Lupo Securities's iShares Europe ETF position peaked at $212K in Q4 2014.
160 funds tracked by Wall St. Rank held iShares Europe ETF as of Q1 2015.

Based on Lupo Securities's 13F filing for Q1 2015, filed 15 May 2015.