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Port Capital’s iShares MSCI United Kingdom Small-Cap ETF EWUS Stock Holding History

Port Capital’s Portfolio EWUS Stock Details EWUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-6,800
Closed -$284K – 138
2018
Q3 		$284K Buy
6,800
+1,150
+20% +$48.8K 0.03% 134
2018
Q2 		$242K Buy
+5,650
New +$252K 0.03% 135

Other funds holding EWUS

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PA
Parkside Advisors Berkeley, California $455M AUM 11.43% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WPA
West Paces Advisors Atlanta, Georgia $596M AUM 22.29% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RE
RBC Europe London, United Kingdom $2.08B AUM 12.2% 1-Year Est. Return

Port Capital's EWUS Position: Q4 2018 in Review

Port Capital sold out of iShares MSCI United Kingdom Small-Cap ETF (EWUS) in Q4 2018, closing a stake of 6,800 shares — an estimated $284K sold.

Port Capital first reported a position in EWUS in Q2 2018 and held it in 2 quarters. The position peaked at $284K in Q3 2018. 12 funds tracked by Wall St. Rank hold EWUS as of Q4 2018.

  • Port Capital reported no remaining iShares MSCI United Kingdom Small-Cap ETF position as of Q4 2018 after selling out during the quarter.
  • Port Capital sold 6,800 iShares MSCI United Kingdom Small-Cap ETF shares in Q4 2018, an estimated $284K.
  • Port Capital first reported a position in iShares MSCI United Kingdom Small-Cap ETF in Q2 2018 and held it in 2 quarters.
  • Port Capital's iShares MSCI United Kingdom Small-Cap ETF position peaked at $284K in Q3 2018.
  • 12 funds tracked by Wall St. Rank held iShares MSCI United Kingdom Small-Cap ETF as of Q4 2018.

Based on Port Capital's 13F filing for Q4 2018, filed 13 Feb 2019.