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Placemark Investments’s iShares MSCI United Kingdom ETF EWU Stock Holding History

Placemark Investments’s Portfolio EWU Stock Details EWU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-14,784
Closed -$617K – 1638
2014
Q2 		$617K Buy
14,784
+1,526
+12% +$65.3K 0.01% 1096
2014
Q1 		$546K Sell
13,258
-7,047
-35% -$290K 0.01% 1085
2013
Q4 		$847K Buy
20,305
+8,770
+76% +$353K 0.01% 920
2013
Q3 		$454K Sell
11,535
-6,962
-38% -$265K 0.01% 1141
2013
Q2 		$653K Buy
+18,497
New +$689K 0.01% 935

Other funds holding EWU

WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.3% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Placemark Investments's EWU Position: Q3 2014 in Review

Placemark Investments sold out of iShares MSCI United Kingdom ETF (EWU) in Q3 2014, closing a stake of 14,784 shares — an estimated $617K sold.

Placemark Investments first reported a position in EWU in Q2 2013 and held it in 5 quarters. The position peaked at $847K in Q4 2013. 163 funds tracked by Wall St. Rank hold EWU as of Q3 2014.

  • Placemark Investments reported no remaining iShares MSCI United Kingdom ETF position as of Q3 2014 after selling out during the quarter.
  • Placemark Investments sold 14,784 iShares MSCI United Kingdom ETF shares in Q3 2014, an estimated $617K.
  • Placemark Investments first reported a position in iShares MSCI United Kingdom ETF in Q2 2013 and held it in 5 quarters.
  • Placemark Investments's iShares MSCI United Kingdom ETF position peaked at $847K in Q4 2013.
  • 163 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q3 2014.

Based on Placemark Investments's 13F filing for Q3 2014, filed 14 Nov 2014.