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Moody Lynn & Lieberson’s iShares MSCI Hong Kong ETF EWH Stock Holding History

Moody Lynn & Lieberson’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
2014
Q1 		– Sell
-14,175
Closed -$292K – 204
2013
Q4 		$292K Hold
14,175
– – 0.04% 167
2013
Q3 		$284K Sell
14,175
-422
-3% -$8.13K 0.04% 149
2013
Q2 		$267K Buy
+14,597
New +$289K 0.05% 131

Other funds holding EWH

PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
ALA
Atherton Lane Advisers Menlo Park, California $1.72B AUM 0.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Moody Lynn & Lieberson's EWH Position: Q1 2014 in Review

Moody Lynn & Lieberson sold out of iShares MSCI Hong Kong ETF (EWH) in Q1 2014, closing a stake of 14,175 shares — an estimated $292K sold.

Moody Lynn & Lieberson first reported a position in EWH in Q2 2013 and held it in 3 quarters. The position peaked at $292K in Q4 2013. 131 funds tracked by Wall St. Rank hold EWH as of Q1 2014.

  • Moody Lynn & Lieberson reported no remaining iShares MSCI Hong Kong ETF position as of Q1 2014 after selling out during the quarter.
  • Moody Lynn & Lieberson sold 14,175 iShares MSCI Hong Kong ETF shares in Q1 2014, an estimated $292K.
  • Moody Lynn & Lieberson first reported a position in iShares MSCI Hong Kong ETF in Q2 2013 and held it in 3 quarters.
  • Moody Lynn & Lieberson's iShares MSCI Hong Kong ETF position peaked at $292K in Q4 2013.
  • 131 funds tracked by Wall St. Rank held iShares MSCI Hong Kong ETF as of Q1 2014.

Based on Moody Lynn & Lieberson's 13F filing for Q1 2014, filed 30 Apr 2014.