Patten Group’s iShares MSCI Saudi Arabia ETF KSA Stock Holding History

Patten Group’s Portfolio KSA Stock Details KSA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-50	Closed	-$1K	–	642
2018 Q3	$1K	Sell	50 -106	-68%	-$3.18K	﹤0.01%	671
2018 Q2	$5K	Hold	156	–	–	﹤0.01%	585
2018 Q1	$5K	Hold	156	–	–	﹤0.01%	512
2017 Q4	$4K	Sell	156 -605	-80%	-$15.3K	﹤0.01%	551
2017 Q3	$20K	Sell	761 -50	-6%	-$1.3K	0.01%	417
2017 Q2	$21K	Buy	+811	New	+$20.5K	0.01%	420

Other funds holding KSA

TEE

Tibra Equities Europe London, United Kingdom $90.4M AUM 37.81% 1-Year Est. Return

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

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

PAM

Panagora Asset Management Boston, Massachusetts $26.7B AUM 36.4% 1-Year Est. Return

Patten Group's KSA Position: Q4 2018 in Review

Patten Group sold out of iShares MSCI Saudi Arabia ETF (KSA) in Q4 2018, closing a stake of 50 shares — an estimated $1K sold.

Patten Group first reported a position in KSA in Q2 2017 and held it in 6 quarters. The position peaked at $21K in Q2 2017. 26 funds tracked by Wall St. Rank hold KSA as of Q4 2018.

Patten Group reported no remaining iShares MSCI Saudi Arabia ETF position as of Q4 2018 after selling out during the quarter.
Patten Group sold 50 iShares MSCI Saudi Arabia ETF shares in Q4 2018, an estimated $1K.
Patten Group first reported a position in iShares MSCI Saudi Arabia ETF in Q2 2017 and held it in 6 quarters.
Patten Group's iShares MSCI Saudi Arabia ETF position peaked at $21K in Q2 2017.
26 funds tracked by Wall St. Rank held iShares MSCI Saudi Arabia ETF as of Q4 2018.

Based on Patten Group's 13F filing for Q4 2018, filed 12 Feb 2019.