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MPS Loria Financial Planners’s iShares MSCI Germany ETF EWG Stock Holding History

MPS Loria Financial Planners’s Portfolio EWG Stock Details EWG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-177
Closed -$5K – 163
2017
Q2 		$5K Buy
+177
New +$5.34K ﹤0.01% 328

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Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AII
AGF Investments Inc Toronto, Ontario, Canada $10.6B AUM 4.37% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MPS Loria Financial Planners's EWG Position: Q3 2017 in Review

MPS Loria Financial Planners sold out of iShares MSCI Germany ETF (EWG) in Q3 2017, closing a stake of 177 shares — an estimated $5K sold.

MPS Loria Financial Planners first reported a position in EWG in Q2 2017 and held it in 1 quarter. The position peaked at $5K in Q2 2017. 198 funds tracked by Wall St. Rank hold EWG as of Q3 2017.

  • MPS Loria Financial Planners reported no remaining iShares MSCI Germany ETF position as of Q3 2017 after selling out during the quarter.
  • MPS Loria Financial Planners sold 177 iShares MSCI Germany ETF shares in Q3 2017, an estimated $5K.
  • MPS Loria Financial Planners first reported a position in iShares MSCI Germany ETF in Q2 2017 and held it in 1 quarter.
  • MPS Loria Financial Planners's iShares MSCI Germany ETF position peaked at $5K in Q2 2017.
  • 198 funds tracked by Wall St. Rank held iShares MSCI Germany ETF as of Q3 2017.

Based on MPS Loria Financial Planners's 13F filing for Q3 2017, filed 24 Oct 2017.