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Patten & Patten’s iShares MSCI Hong Kong ETF EWH Stock Holding History

Patten & Patten’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
Q4 		– Sell
-11,075
Closed -$225K – 210
2014
Q3 		$225K Hold
11,075
– – 0.04% 192
2014
Q2 		$231K Hold
11,075
– – 0.04% 193
2014
Q1 		$219K Sell
11,075
-1,250
-10% -$24.7K 0.03% 244
2013
Q4 		$254K Sell
12,325
-100
-0.8% -$2.04K 0.04% 224
2013
Q3 		$249K Sell
12,425
-2,650
-18% -$51.1K 0.04% 216
2013
Q2 		$276K Buy
+15,075
New +$298K 0.05% 192

Other funds holding EWH

LTI
Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 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 $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return