Patriot Financial Group Insurance Agency’s iShares MSCI Hong Kong ETF EWH Stock Holding History

Patriot Financial Group Insurance Agency’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
2019 Q3	–	Sell	-84	Closed	-$2K	–	1349
2019 Q2	$2K	Buy	+84	New	+$2.17K	﹤0.01%	1100
2018 Q4	–	Sell	-84	Closed	-$2K	–	1023
2018 Q3	$2K	Buy	84 +11	+15%	+$265	﹤0.01%	849
2018 Q2	$2K	Sell	73 -2,116	-97%	-$54.1K	﹤0.01%	539
2018 Q1	$55K	Buy	+2,189	New	+$56.4K	0.04%	295
2017 Q4	–	Sell	-607	Closed	-$15K	–	946
2017 Q3	$15K	Sell	607 -1,094	-64%	-$26.6K	0.01%	465
2017 Q2	$40K	Buy	1,701 +1,604	+1,654%	+$37.3K	0.04%	275
2017 Q1	$2K	Buy	+97	New	+$2.07K	﹤0.01%	756

Other funds holding EWH

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

PPFA

Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

Hexavest Montreal, Quebec, Canada $1.64B AUM 28.34% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Patriot Financial Group Insurance Agency's EWH Position: Q3 2019 in Review

Patriot Financial Group Insurance Agency sold out of iShares MSCI Hong Kong ETF (EWH) in Q3 2019, closing a stake of 84 shares — an estimated $2K sold.

Patriot Financial Group Insurance Agency first reported a position in EWH in Q1 2017 and held it in 7 quarters. The position peaked at $55K in Q1 2018. 154 funds tracked by Wall St. Rank hold EWH as of Q3 2019.

Patriot Financial Group Insurance Agency reported no remaining iShares MSCI Hong Kong ETF position as of Q3 2019 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 84 iShares MSCI Hong Kong ETF shares in Q3 2019, an estimated $2K.
Patriot Financial Group Insurance Agency first reported a position in iShares MSCI Hong Kong ETF in Q1 2017 and held it in 7 quarters.
Patriot Financial Group Insurance Agency's iShares MSCI Hong Kong ETF position peaked at $55K in Q1 2018.
154 funds tracked by Wall St. Rank held iShares MSCI Hong Kong ETF as of Q3 2019.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2019, filed 25 Oct 2019.