Patten & Patten’s iShares Europe ETF IEV Stock Holding History

Patten & Patten’s Portfolio IEV Stock Details IEV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q2	–	Sell	-7,645	Closed	-$369K	–	223
2014 Q1	$369K	Hold	7,645	–	–	0.05%	203
2013 Q4	$363K	Buy	+7,645	New	+$348K	0.05%	196

Other funds holding IEV

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PVH

Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Axa Paris, France $91.9M AUM 27.41% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Patten & Patten's IEV Position: Q2 2014 in Review

Patten & Patten sold out of iShares Europe ETF (IEV) in Q2 2014, closing a stake of 7,645 shares — an estimated $369K sold.

Patten & Patten first reported a position in IEV in Q4 2013 and held it in 2 quarters. The position peaked at $369K in Q1 2014. 158 funds tracked by Wall St. Rank hold IEV as of Q2 2014.

Patten & Patten reported no remaining iShares Europe ETF position as of Q2 2014 after selling out during the quarter.
Patten & Patten sold 7,645 iShares Europe ETF shares in Q2 2014, an estimated $369K.
Patten & Patten first reported a position in iShares Europe ETF in Q4 2013 and held it in 2 quarters.
Patten & Patten's iShares Europe ETF position peaked at $369K in Q1 2014.
158 funds tracked by Wall St. Rank held iShares Europe ETF as of Q2 2014.

Based on Patten & Patten's 13F filing for Q2 2014, filed 25 Jul 2014.