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OTA Financial Group’s iShares MSCI Hong Kong ETF EWH Stock Holding History

OTA Financial Group’s Portfolio EWH Stock Details EWH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-19,814
Closed -$440K – 63
2017
Q2 		$440K Hold
19,814
– – 0.29% 37
2017
Q1 		$440K Buy
+19,814
New +$423K 0.28% 40
2015
Q2 		– Sell
-19,036
Closed -$417K – 82
2015
Q1 		$417K Buy
+19,036
New +$408K 0.22% 46
2014
Q4 		– Sell
-21,338
Closed -$445K – 82
2014
Q3 		$445K Buy
+21,338
New +$462K 0.59% 44
2014
Q1 		– Sell
-14,614
Closed -$301K – 77
2013
Q4 		$301K Buy
+14,614
New +$298K 0.19% 60

Other funds holding EWH

PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.95B AUM 25.05% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.5B AUM 33.95% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

OTA Financial Group's EWH Position: Q3 2017 in Review

OTA Financial Group sold out of iShares MSCI Hong Kong ETF (EWH) in Q3 2017, closing a stake of 19,814 shares — an estimated $440K sold.

OTA Financial Group first reported a position in EWH in Q4 2013 and held it in 5 quarters. The position peaked at $445K in Q3 2014. 139 funds tracked by Wall St. Rank hold EWH as of Q3 2017.

  • OTA Financial Group reported no remaining iShares MSCI Hong Kong ETF position as of Q3 2017 after selling out during the quarter.
  • OTA Financial Group sold 19,814 iShares MSCI Hong Kong ETF shares in Q3 2017, an estimated $440K.
  • OTA Financial Group first reported a position in iShares MSCI Hong Kong ETF in Q4 2013 and held it in 5 quarters.
  • OTA Financial Group's iShares MSCI Hong Kong ETF position peaked at $445K in Q3 2014.
  • 139 funds tracked by Wall St. Rank held iShares MSCI Hong Kong ETF as of Q3 2017.

Based on OTA Financial Group's 13F filing for Q3 2017, filed 20 Oct 2017.