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Segment Wealth Management’s iShares MSCI United Kingdom ETF EWU Stock Holding History

Segment Wealth Management’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
2014
Q4 		– Sell
-38,157
Closed -$1.48M – 163
2014
Q3 		$1.48M Sell
38,157
-739
-2% -$30.2K 0.57% 59
2014
Q2 		$1.62M Buy
38,896
+519
+1% +$22.2K 0.63% 55
2014
Q1 		$1.58M Buy
38,377
+185
+0.5% +$7.63K 0.73% 54
2013
Q4 		$1.59M Buy
38,192
+369
+1% +$14.9K 0.79% 42
2013
Q3 		$1.48M Buy
+37,823
New +$1.44M 0.81% 39

Other funds holding EWU

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
CC
Curian Capital Denver, Colorado $1.35B AUM 0.33% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Segment Wealth Management's EWU Position: Q4 2014 in Review

Segment Wealth Management sold out of iShares MSCI United Kingdom ETF (EWU) in Q4 2014, closing a stake of 38,157 shares — an estimated $1.48M sold.

Segment Wealth Management first reported a position in EWU in Q3 2013 and held it in 5 quarters. The position peaked at $1.62M in Q2 2014. 161 funds tracked by Wall St. Rank hold EWU as of Q4 2014.

  • Segment Wealth Management reported no remaining iShares MSCI United Kingdom ETF position as of Q4 2014 after selling out during the quarter.
  • Segment Wealth Management sold 38,157 iShares MSCI United Kingdom ETF shares in Q4 2014, an estimated $1.48M.
  • Segment Wealth Management first reported a position in iShares MSCI United Kingdom ETF in Q3 2013 and held it in 5 quarters.
  • Segment Wealth Management's iShares MSCI United Kingdom ETF position peaked at $1.62M in Q2 2014.
  • 161 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q4 2014.

Based on Segment Wealth Management's 13F filing for Q4 2014, filed 28 Jan 2015.