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Richard Bernstein Advisors’s iShares MSCI United Kingdom ETF EWU Stock Holding History

Richard Bernstein Advisors’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
2017
Q4 		– Sell
-247
Closed -$9K – 327
2017
Q3 		$9K Sell
247
-319,725
-100% -$10.9M ﹤0.01% 194
2017
Q2 		$10.7M Buy
+319,972
New +$10.7M 0.81% 27
2016
Q4 		– Sell
-52
Closed -$2K – 226
2016
Q3 		$2K Buy
+52
New +$1.63K ﹤0.01% 209

Other funds holding EWU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Richard Bernstein Advisors's EWU Position: Q4 2017 in Review

Richard Bernstein Advisors sold out of iShares MSCI United Kingdom ETF (EWU) in Q4 2017, closing a stake of 247 shares — an estimated $9K sold.

Richard Bernstein Advisors first reported a position in EWU in Q3 2016 and held it in 3 quarters. The position peaked at $10.7M in Q2 2017. 174 funds tracked by Wall St. Rank hold EWU as of Q4 2017.

  • Richard Bernstein Advisors reported no remaining iShares MSCI United Kingdom ETF position as of Q4 2017 after selling out during the quarter.
  • Richard Bernstein Advisors sold 247 iShares MSCI United Kingdom ETF shares in Q4 2017, an estimated $9K.
  • Richard Bernstein Advisors first reported a position in iShares MSCI United Kingdom ETF in Q3 2016 and held it in 3 quarters.
  • Richard Bernstein Advisors's iShares MSCI United Kingdom ETF position peaked at $10.7M in Q2 2017.
  • 174 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q4 2017.

Based on Richard Bernstein Advisors's 13F filing for Q4 2017, filed 13 Feb 2018.