RSA
EWU icon

Robertson Stephens Advisors’s iShares MSCI United Kingdom ETF EWU Stock Holding History

Robertson Stephens 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
Q3 		$4.53M Buy
129,915
+11,515
+10% +$391K 3.91% 7
2017
Q2 		$3.95M Buy
118,400
+33,590
+40% +$1.13M 3.55% 7
2017
Q1 		$2.33M Sell
84,810
-29,533
-26% -$939K 2.08% 13
2016
Q4 		$3.51M Buy
+114,343
New +$3.48M 2% 13

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return

Robertson Stephens Advisors's EWU Position: Q3 2017 in Review

Robertson Stephens Advisors increased its iShares MSCI United Kingdom ETF (EWU) stake by 9.7% in Q3 2017, buying an estimated $391K and bringing the position to 129,915 shares worth $4.53M. The position accounts for 3.91% of the portfolio, ranked #7.

Robertson Stephens Advisors first reported a position in EWU in Q4 2016 and has held it in 4 quarters since. 165 funds tracked by Wall St. Rank hold EWU as of Q3 2017.

  • Robertson Stephens Advisors held 129,915 shares of iShares MSCI United Kingdom ETF worth $4.53M as of Q3 2017.
  • Robertson Stephens Advisors bought 11,515 iShares MSCI United Kingdom ETF shares in Q3 2017, an estimated $391K.
  • iShares MSCI United Kingdom ETF made up 3.91% of Robertson Stephens Advisors's portfolio in Q3 2017, its #7 holding.
  • Robertson Stephens Advisors first reported a position in iShares MSCI United Kingdom ETF in Q4 2016 and has held it in 4 quarters since.
  • 165 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q3 2017.

Based on Robertson Stephens Advisors's 13F filing for Q3 2017, filed 13 Nov 2017.