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New Vernon Investment Management’s iShares MSCI United Kingdom ETF EWU Stock Holding History

New Vernon Investment Management’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
2016
Q4 		– Sell
-150,000
Closed -$4.75M – 41
2016
Q3 		$4.75M Hold
150,000
– – 5.01% 6
2016
Q2 		$4.61M Buy
+150,000
New +$4.76M 4.03% 5

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Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

New Vernon Investment Management's EWU Position: Q4 2016 in Review

New Vernon Investment Management sold out of iShares MSCI United Kingdom ETF (EWU) in Q4 2016, closing a stake of 150,000 shares — an estimated $4.75M sold.

New Vernon Investment Management first reported a position in EWU in Q2 2016 and held it in 2 quarters. The position peaked at $4.75M in Q3 2016. 165 funds tracked by Wall St. Rank hold EWU as of Q4 2016.

  • New Vernon Investment Management reported no remaining iShares MSCI United Kingdom ETF position as of Q4 2016 after selling out during the quarter.
  • New Vernon Investment Management sold 150,000 iShares MSCI United Kingdom ETF shares in Q4 2016, an estimated $4.75M.
  • New Vernon Investment Management first reported a position in iShares MSCI United Kingdom ETF in Q2 2016 and held it in 2 quarters.
  • New Vernon Investment Management's iShares MSCI United Kingdom ETF position peaked at $4.75M in Q3 2016.
  • 165 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q4 2016.

Based on New Vernon Investment Management's 13F filing for Q4 2016, filed 14 Feb 2017.