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Oak Point Wealth Management’s iShares MSCI Spain ETF EWP Stock Holding History

Oak Point Wealth Management’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
2018
Q1 		– Sell
-7,703
Closed -$246K – 215
2017
Q4 		$246K Buy
+7,703
New +$255K 0.24% 90

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
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 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
National Pension Service
National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea $132B AUM 28.96% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Squarepoint
Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return

Oak Point Wealth Management's EWP Position: Q1 2018 in Review

Oak Point Wealth Management sold out of iShares MSCI Spain ETF (EWP) in Q1 2018, closing a stake of 7,703 shares — an estimated $246K sold.

Oak Point Wealth Management first reported a position in EWP in Q4 2017 and held it in 1 quarter. The position peaked at $246K in Q4 2017. 100 funds tracked by Wall St. Rank hold EWP as of Q1 2018.

  • Oak Point Wealth Management reported no remaining iShares MSCI Spain ETF position as of Q1 2018 after selling out during the quarter.
  • Oak Point Wealth Management sold 7,703 iShares MSCI Spain ETF shares in Q1 2018, an estimated $246K.
  • Oak Point Wealth Management first reported a position in iShares MSCI Spain ETF in Q4 2017 and held it in 1 quarter.
  • Oak Point Wealth Management's iShares MSCI Spain ETF position peaked at $246K in Q4 2017.
  • 100 funds tracked by Wall St. Rank held iShares MSCI Spain ETF as of Q1 2018.

Based on Oak Point Wealth Management's 13F filing for Q1 2018, filed 30 Apr 2018.