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Paradigm Financial Advisors’s iShares MSCI Hong Kong ETF EWH Stock Holding History

Paradigm Financial Advisors’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
2014
Q1 		– Sell
-2,470
Closed -$51K – 267
2013
Q4 		$51K Buy
+2,470
New +$50.4K 0.05% 131

Other funds holding EWH

PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
ALA
Atherton Lane Advisers Menlo Park, California $1.72B AUM 0.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Paradigm Financial Advisors's EWH Position: Q1 2014 in Review

Paradigm Financial Advisors sold out of iShares MSCI Hong Kong ETF (EWH) in Q1 2014, closing a stake of 2,470 shares — an estimated $51K sold.

Paradigm Financial Advisors first reported a position in EWH in Q4 2013 and held it in 1 quarter. The position peaked at $51K in Q4 2013. 131 funds tracked by Wall St. Rank hold EWH as of Q1 2014.

  • Paradigm Financial Advisors reported no remaining iShares MSCI Hong Kong ETF position as of Q1 2014 after selling out during the quarter.
  • Paradigm Financial Advisors sold 2,470 iShares MSCI Hong Kong ETF shares in Q1 2014, an estimated $51K.
  • Paradigm Financial Advisors first reported a position in iShares MSCI Hong Kong ETF in Q4 2013 and held it in 1 quarter.
  • Paradigm Financial Advisors's iShares MSCI Hong Kong ETF position peaked at $51K in Q4 2013.
  • 131 funds tracked by Wall St. Rank held iShares MSCI Hong Kong ETF as of Q1 2014.

Based on Paradigm Financial Advisors's 13F filing for Q1 2014, filed 29 Apr 2014.