PIM
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Parasol Investment Management’s iShares MSCI Hong Kong ETF EWH Stock Holding History

Parasol Investment Management’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
2015
Q1 		– Sell
-2,400
Closed -$49K – 277
2014
Q4 		$49K Hold
2,400
– – 0.03% 118
2014
Q3 		$49K Hold
2,400
– – 0.03% 108
2014
Q2 		$50K Hold
2,400
– – 0.03% 111
2014
Q1 		$47K Hold
2,400
– – 0.03% 93
2013
Q4 		$49K Buy
+2,400
New +$49K 0.03% 84

Other funds holding EWH

WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.95B AUM 25.05% 1-Year Est. Return
MAM
Marketfield Asset Management New York $127M AUM 30.51% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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 $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return
GH
GAM Holding Zurich, Switzerland $1.31B AUM 35.17% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Parasol Investment Management's EWH Position: Q1 2015 in Review

Parasol Investment Management sold out of iShares MSCI Hong Kong ETF (EWH) in Q1 2015, closing a stake of 2,400 shares — an estimated $49K sold.

Parasol Investment Management first reported a position in EWH in Q4 2013 and held it in 5 quarters. The position peaked at $50K in Q2 2014. 149 funds tracked by Wall St. Rank hold EWH as of Q1 2015.

  • Parasol Investment Management reported no remaining iShares MSCI Hong Kong ETF position as of Q1 2015 after selling out during the quarter.
  • Parasol Investment Management sold 2,400 iShares MSCI Hong Kong ETF shares in Q1 2015, an estimated $49K.
  • Parasol Investment Management first reported a position in iShares MSCI Hong Kong ETF in Q4 2013 and held it in 5 quarters.
  • Parasol Investment Management's iShares MSCI Hong Kong ETF position peaked at $50K in Q2 2014.
  • 149 funds tracked by Wall St. Rank held iShares MSCI Hong Kong ETF as of Q1 2015.

Based on Parasol Investment Management's 13F filing for Q1 2015, filed 15 May 2015.