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Rothschild Investment LLC’s iShares MSCI United Kingdom ETF EWU Stock Holding History

Rothschild Investment LLC’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
-8,150
Closed -$284K – 412
2017
Q3 		$284K Sell
8,150
-806
-9% -$27.4K 0.03% 350
2017
Q2 		$298K Sell
8,956
-180
-2% -$6.05K 0.03% 351
2017
Q1 		$297K Sell
9,136
-50
-0.5% -$1.59K 0.03% 345
2016
Q4 		$282K Sell
9,186
-349
-4% -$10.6K 0.03% 351
2016
Q3 		$302K Sell
9,535
-296
-3% -$9.27K 0.04% 342
2016
Q2 		$302K Sell
9,831
-4,897
-33% -$155K 0.04% 351
2016
Q1 		$462K Sell
14,728
-2,498
-15% -$75.7K 0.06% 272
2015
Q4 		$556K Sell
17,226
-12
-0.1% -$408 0.07% 255
2015
Q3 		$565K Sell
17,238
-257
-1% -$9.07K 0.07% 263
2015
Q2 		$639K Sell
17,495
-689
-4% -$26.4K 0.07% 271
2015
Q1 		$655K Sell
18,184
-204
-1% -$7.5K 0.08% 254
2014
Q4 		$663K Sell
18,388
-500
-3% -$18.7K 0.08% 246
2014
Q3 		$732K Sell
18,888
-38,900
-67% -$1.59M 0.09% 229
2014
Q2 		$2.41M Buy
57,788
+43,353
+300% +$1.86M 0.31% 82
2014
Q1 		$594K Sell
14,435
-11,225
-44% -$463K 0.08% 239
2013
Q4 		$1.07M Hold
25,660
– – 0.15% 142
2013
Q3 		$1.01M Buy
+25,660
New +$975K 0.15% 139

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 $424B AUM 22.96% 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

Rothschild Investment LLC's EWU Position: Q4 2017 in Review

Rothschild Investment LLC sold out of iShares MSCI United Kingdom ETF (EWU) in Q4 2017, closing a stake of 8,150 shares — an estimated $284K sold.

Rothschild Investment LLC first reported a position in EWU in Q3 2013 and held it in 17 quarters. The position peaked at $2.41M in Q2 2014. 174 funds tracked by Wall St. Rank hold EWU as of Q4 2017.

  • Rothschild Investment LLC reported no remaining iShares MSCI United Kingdom ETF position as of Q4 2017 after selling out during the quarter.
  • Rothschild Investment LLC sold 8,150 iShares MSCI United Kingdom ETF shares in Q4 2017, an estimated $284K.
  • Rothschild Investment LLC first reported a position in iShares MSCI United Kingdom ETF in Q3 2013 and held it in 17 quarters.
  • Rothschild Investment LLC's iShares MSCI United Kingdom ETF position peaked at $2.41M in Q2 2014.
  • 174 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q4 2017.

Based on Rothschild Investment LLC's 13F filing for Q4 2017, filed 23 Jan 2018.