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Next Financial Group’s iShares MSCI Spain ETF EWP Stock Holding History

Next Financial Group’s Portfolio EWP Stock Details EWP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-4,485
Closed -$149K – 599
2017
Q3 		$149K Buy
4,485
+244
+6% +$8.21K 0.04% 387
2017
Q2 		$139K Sell
4,241
-405
-9% -$13.1K 0.03% 452
2017
Q1 		$148K Sell
4,646
-759
-14% -$21.3K 0.04% 386
2016
Q4 		$143K Buy
5,405
+4,487
+489% +$118K 0.03% 574
2016
Q3 		$25K Buy
918
+850
+1,250% +$22.2K ﹤0.01% 1246
2016
Q2 		$1K Hold
68
– – ﹤0.01% 1656
2016
Q1 		$1K Hold
68
– – ﹤0.01% 1623
2015
Q4 		$1K Sell
68
-3,000
-98% -$92.1K ﹤0.01% 1675
2015
Q3 		$90K Hold
3,068
– – 0.03% 459
2015
Q2 		$102K Hold
3,068
– – 0.04% 460
2015
Q1 		$106K Sell
3,068
-388
-11% -$13.1K 0.03% 449
2014
Q4 		$120K Sell
3,456
-12,132
-78% -$449K 0.04% 401
2014
Q3 		$606K Buy
+15,588
New +$634K 0.12% 186

Other funds holding EWP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
National Pension Service
National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea $132B AUM 28.96% 1-Year Est. Return

Next Financial Group's EWP Position: Q4 2017 in Review

Next Financial Group sold out of iShares MSCI Spain ETF (EWP) in Q4 2017, closing a stake of 4,485 shares — an estimated $149K sold.

Next Financial Group first reported a position in EWP in Q3 2014 and held it in 13 quarters. The position peaked at $606K in Q3 2014. 105 funds tracked by Wall St. Rank hold EWP as of Q4 2017.

  • Next Financial Group reported no remaining iShares MSCI Spain ETF position as of Q4 2017 after selling out during the quarter.
  • Next Financial Group sold 4,485 iShares MSCI Spain ETF shares in Q4 2017, an estimated $149K.
  • Next Financial Group first reported a position in iShares MSCI Spain ETF in Q3 2014 and held it in 13 quarters.
  • Next Financial Group's iShares MSCI Spain ETF position peaked at $606K in Q3 2014.
  • 105 funds tracked by Wall St. Rank held iShares MSCI Spain ETF as of Q4 2017.

Based on Next Financial Group's 13F filing for Q4 2017, filed 16 Jan 2018.