Luther King Capital Management (LKCM)
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Luther King Capital Management (LKCM)’s iShares MSCI Australia ETF EWA Stock Holding History

Luther King Capital Management (LKCM)’s Portfolio EWA Stock Details EWA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-14,215
Closed -$340K – 559
2014
Q3 		$340K Buy
+14,215
New +$374K ﹤0.01% 486

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NLI
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FMI
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Luther King Capital Management (LKCM)'s EWA Position: Q4 2014 in Review

Luther King Capital Management (LKCM) sold out of iShares MSCI Australia ETF (EWA) in Q4 2014, closing a stake of 14,215 shares — an estimated $340K sold.

Luther King Capital Management (LKCM) first reported a position in EWA in Q3 2014 and held it in 1 quarter. The position peaked at $340K in Q3 2014. 181 funds tracked by Wall St. Rank hold EWA as of Q4 2014.

  • Luther King Capital Management (LKCM) reported no remaining iShares MSCI Australia ETF position as of Q4 2014 after selling out during the quarter.
  • Luther King Capital Management (LKCM) sold 14,215 iShares MSCI Australia ETF shares in Q4 2014, an estimated $340K.
  • Luther King Capital Management (LKCM) first reported a position in iShares MSCI Australia ETF in Q3 2014 and held it in 1 quarter.
  • Luther King Capital Management (LKCM)'s iShares MSCI Australia ETF position peaked at $340K in Q3 2014.
  • 181 funds tracked by Wall St. Rank held iShares MSCI Australia ETF as of Q4 2014.

Based on Luther King Capital Management (LKCM)'s 13F filing for Q4 2014, filed 11 Feb 2015.