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Moody Lynn & Lieberson’s iShares MSCI United Kingdom ETF EWU Stock Holding History

Moody Lynn & Lieberson’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
2015
Q4 		– Sell
-157,436
Closed -$5.16M – 180
2015
Q3 		$5.16M Sell
157,436
-54,078
-26% -$1.91M 0.99% 40
2015
Q2 		$7.72M Buy
+211,514
New +$8.09M 1.23% 26

Other funds holding EWU

LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
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
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

Moody Lynn & Lieberson's EWU Position: Q4 2015 in Review

Moody Lynn & Lieberson sold out of iShares MSCI United Kingdom ETF (EWU) in Q4 2015, closing a stake of 157,436 shares — an estimated $5.16M sold.

Moody Lynn & Lieberson first reported a position in EWU in Q2 2015 and held it in 2 quarters. The position peaked at $7.72M in Q2 2015. 161 funds tracked by Wall St. Rank hold EWU as of Q4 2015.

  • Moody Lynn & Lieberson reported no remaining iShares MSCI United Kingdom ETF position as of Q4 2015 after selling out during the quarter.
  • Moody Lynn & Lieberson sold 157,436 iShares MSCI United Kingdom ETF shares in Q4 2015, an estimated $5.16M.
  • Moody Lynn & Lieberson first reported a position in iShares MSCI United Kingdom ETF in Q2 2015 and held it in 2 quarters.
  • Moody Lynn & Lieberson's iShares MSCI United Kingdom ETF position peaked at $7.72M in Q2 2015.
  • 161 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q4 2015.

Based on Moody Lynn & Lieberson's 13F filing for Q4 2015, filed 28 Jan 2016.