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Montage Investments’s iShares Europe ETF IEV Stock Holding History

Montage Investments’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
2016
Q2 		– Sell
-7,476
Closed -$292K – 162
2016
Q1 		$292K Buy
7,476
+208
+3% +$7.84K 0.21% 141
2015
Q4 		$292K Buy
+7,268
New +$301K 0.57% 64

Other funds holding IEV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Montage Investments's IEV Position: Q2 2016 in Review

Montage Investments sold out of iShares Europe ETF (IEV) in Q2 2016, closing a stake of 7,476 shares — an estimated $292K sold.

Montage Investments first reported a position in IEV in Q4 2015 and held it in 2 quarters. The position peaked at $292K in Q1 2016. 165 funds tracked by Wall St. Rank hold IEV as of Q2 2016.

  • Montage Investments reported no remaining iShares Europe ETF position as of Q2 2016 after selling out during the quarter.
  • Montage Investments sold 7,476 iShares Europe ETF shares in Q2 2016, an estimated $292K.
  • Montage Investments first reported a position in iShares Europe ETF in Q4 2015 and held it in 2 quarters.
  • Montage Investments's iShares Europe ETF position peaked at $292K in Q1 2016.
  • 165 funds tracked by Wall St. Rank held iShares Europe ETF as of Q2 2016.

Based on Montage Investments's 13F filing for Q2 2016, filed 12 Aug 2016.