RWA Wealth Partners’s European Equity Fund EEA Stock Holding History

RWA Wealth Partners’s Portfolio EEA Stock Details EEA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-3,855	Closed	-$36K	–	365
2018 Q2	$36K	Hold	3,855	–	–	﹤0.01%	458
2018 Q1	$37K	Buy	+3,855	New	+$38.6K	﹤0.01%	367

Other funds holding EEA

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Uncommon Cents Investing Janesville, Wisconsin $431M AUM 32.59% 1-Year Est. Return

City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return

Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

Susquehanna International Group

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return

RWA Wealth Partners's EEA Position: Q3 2018 in Review

RWA Wealth Partners sold out of European Equity Fund (EEA) in Q3 2018, closing a stake of 3,855 shares — an estimated $36K sold.

RWA Wealth Partners first reported a position in EEA in Q1 2018 and held it in 2 quarters. The position peaked at $37K in Q1 2018. 28 funds tracked by Wall St. Rank hold EEA as of Q3 2018.

RWA Wealth Partners reported no remaining European Equity Fund position as of Q3 2018 after selling out during the quarter.
RWA Wealth Partners sold 3,855 European Equity Fund shares in Q3 2018, an estimated $36K.
RWA Wealth Partners first reported a position in European Equity Fund in Q1 2018 and held it in 2 quarters.
RWA Wealth Partners's European Equity Fund position peaked at $37K in Q1 2018.
28 funds tracked by Wall St. Rank held European Equity Fund as of Q3 2018.

Based on RWA Wealth Partners's 13F filing for Q3 2018, filed 14 Nov 2018.