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Oak Point Wealth Management’s iShares MSCI United Kingdom ETF EWU Stock Holding History

Oak Point Wealth 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
2018
Q1 		– Sell
-7,410
Closed -$266K – 216
2017
Q4 		$266K Buy
+7,410
New +$259K 0.26% 83

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

Oak Point Wealth Management sold out of iShares MSCI United Kingdom ETF (EWU) in Q1 2018, closing a stake of 7,410 shares — an estimated $266K sold.

Oak Point Wealth Management first reported a position in EWU in Q4 2017 and held it in 1 quarter. The position peaked at $266K in Q4 2017. 185 funds tracked by Wall St. Rank hold EWU as of Q1 2018.

  • Oak Point Wealth Management reported no remaining iShares MSCI United Kingdom ETF position as of Q1 2018 after selling out during the quarter.
  • Oak Point Wealth Management sold 7,410 iShares MSCI United Kingdom ETF shares in Q1 2018, an estimated $266K.
  • Oak Point Wealth Management first reported a position in iShares MSCI United Kingdom ETF in Q4 2017 and held it in 1 quarter.
  • Oak Point Wealth Management's iShares MSCI United Kingdom ETF position peaked at $266K in Q4 2017.
  • 185 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q1 2018.

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