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Roosevelt Investment Group’s iShares MSCI Hong Kong ETF EWH Stock Holding History

Roosevelt Investment Group’s Portfolio EWH Stock Details EWH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-65,224
Closed -$1.27M – 270
2013
Q2 		$1.27M Buy
+65,224
New +$1.29M 0.06% 126

Other funds holding EWH

LTI
Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ALA
Atherton Lane Advisers Menlo Park, California $1.72B AUM 0.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Roosevelt Investment Group's EWH Position: Q3 2013 in Review

Roosevelt Investment Group sold out of iShares MSCI Hong Kong ETF (EWH) in Q3 2013, closing a stake of 65,224 shares — an estimated $1.27M sold.

Roosevelt Investment Group first reported a position in EWH in Q2 2013 and held it in 1 quarter. The position peaked at $1.27M in Q2 2013. 144 funds tracked by Wall St. Rank hold EWH as of Q3 2013.

  • Roosevelt Investment Group reported no remaining iShares MSCI Hong Kong ETF position as of Q3 2013 after selling out during the quarter.
  • Roosevelt Investment Group sold 65,224 iShares MSCI Hong Kong ETF shares in Q3 2013, an estimated $1.27M.
  • Roosevelt Investment Group first reported a position in iShares MSCI Hong Kong ETF in Q2 2013 and held it in 1 quarter.
  • Roosevelt Investment Group's iShares MSCI Hong Kong ETF position peaked at $1.27M in Q2 2013.
  • 144 funds tracked by Wall St. Rank held iShares MSCI Hong Kong ETF as of Q3 2013.

Based on Roosevelt Investment Group's 13F filing for Q3 2013, filed 14 Nov 2013.