Patten Group’s iShares MSCI Mexico ETF EWW Stock Holding History

Patten Group’s Portfolio EWW Stock Details EWW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-275	Closed	-$11K	–	305
2018 Q4	$11K	Sell	275 -100	-27%	-$4.35K	0.01%	425
2018 Q3	$19K	Hold	375	–	–	0.01%	431
2018 Q2	$18K	Sell	375 -50	-12%	-$2.41K	0.01%	413
2018 Q1	$22K	Sell	425 -50	-11%	-$2.57K	0.01%	397
2017 Q4	$23K	Sell	475 -75	-14%	-$3.81K	0.01%	419
2017 Q3	$30K	Hold	550	–	–	0.01%	382
2017 Q2	$31K	Hold	550	–	–	0.01%	385
2017 Q1	$29K	Buy	550 +425	+340%	+$19.7K	0.01%	364
2016 Q4	$6K	Hold	125	–	–	﹤0.01%	506
2016 Q3	$6.27K	Hold	125	–	–	﹤0.01%	510
2016 Q2	$6.3K	Hold	125	–	–	﹤0.01%	495
2016 Q1	$6.71K	Hold	125	–	–	﹤0.01%	510
2015 Q4	$6.23K	Hold	125	–	–	﹤0.01%	540
2015 Q3	$6.45K	Hold	125	–	–	﹤0.01%	474
2015 Q2	$7.14K	Buy	+125	New	+$7.39K	﹤0.01%	475
2015 Q1	–	Sell	-125	Closed	-$7K	–	190
2014 Q4	$7K	Buy	+125	New	+$8.03K	﹤0.01%	240

Other funds holding EWW

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

COLIM

City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return

Patten Group's EWW Position: Q1 2019 in Review

Patten Group sold out of iShares MSCI Mexico ETF (EWW) in Q1 2019, closing a stake of 275 shares — an estimated $11K sold.

Patten Group first reported a position in EWW in Q4 2014 and held it in 16 quarters. The position peaked at $31K in Q2 2017. 155 funds tracked by Wall St. Rank hold EWW as of Q1 2019.

Patten Group reported no remaining iShares MSCI Mexico ETF position as of Q1 2019 after selling out during the quarter.
Patten Group sold 275 iShares MSCI Mexico ETF shares in Q1 2019, an estimated $11K.
Patten Group first reported a position in iShares MSCI Mexico ETF in Q4 2014 and held it in 16 quarters.
Patten Group's iShares MSCI Mexico ETF position peaked at $31K in Q2 2017.
155 funds tracked by Wall St. Rank held iShares MSCI Mexico ETF as of Q1 2019.

Based on Patten Group's 13F filing for Q1 2019, filed 14 May 2019.