SevenBridge Financial Group’s iShares MSCI United Kingdom ETF EWU Stock Holding History

SevenBridge Financial Group’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
2019 Q3	–	Sell	-48	Closed	-$2K	–	280
2019 Q2	$2K	Hold	48	–	–	﹤0.01%	584
2019 Q1	$2K	Hold	48	–	–	﹤0.01%	554
2018 Q4	$1K	Sell	48 -30	-38%	-$945	﹤0.01%	544
2018 Q3	$3K	Sell	78 -74	-49%	-$2.53K	﹤0.01%	528
2018 Q2	$5K	Hold	152	–	–	﹤0.01%	490
2018 Q1	$5K	Sell	152 -548	-78%	-$19.5K	﹤0.01%	499
2017 Q4	$25K	Hold	700	–	–	0.01%	346
2017 Q3	$24K	Hold	700	–	–	0.01%	350
2017 Q2	$23K	Hold	700	–	–	0.01%	365
2017 Q1	$23K	Sell	700 -1,036	-60%	-$32.9K	0.02%	352
2016 Q4	$26K	Buy	1,736 +868	+100%	+$26.4K	0.02%	325
2016 Q3	$26K	Hold	868	–	–	0.02%	324
2016 Q2	$27K	Buy	+868	New	+$27.6K	0.02%	366

Other funds holding EWU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

MIM

Morningstar Investment Management Chicago, Illinois $1.62B AUM 15.91% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SevenBridge Financial Group's EWU Position: Q3 2019 in Review

SevenBridge Financial Group sold out of iShares MSCI United Kingdom ETF (EWU) in Q3 2019, closing a stake of 48 shares — an estimated $2K sold.

SevenBridge Financial Group first reported a position in EWU in Q2 2016 and held it in 13 quarters. The position peaked at $27K in Q2 2016. 192 funds tracked by Wall St. Rank hold EWU as of Q3 2019.

SevenBridge Financial Group reported no remaining iShares MSCI United Kingdom ETF position as of Q3 2019 after selling out during the quarter.
SevenBridge Financial Group sold 48 iShares MSCI United Kingdom ETF shares in Q3 2019, an estimated $2K.
SevenBridge Financial Group first reported a position in iShares MSCI United Kingdom ETF in Q2 2016 and held it in 13 quarters.
SevenBridge Financial Group's iShares MSCI United Kingdom ETF position peaked at $27K in Q2 2016.
192 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q3 2019.

Based on SevenBridge Financial Group's 13F filing for Q3 2019, filed 9 Oct 2019.