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Sheets Smith Wealth Management’s iShares MSCI Spain ETF EWP Stock Holding History

Sheets Smith Wealth Management’s Portfolio EWP Stock Details EWP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-18,851
Closed -$807K – 264
2014
Q2 		$807K Buy
+18,851
New +$797K 0.22% 144

Other funds holding EWP

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
National Pension Service
National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea $155B AUM 42.54% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

Sheets Smith Wealth Management's EWP Position: Q3 2014 in Review

Sheets Smith Wealth Management sold out of iShares MSCI Spain ETF (EWP) in Q3 2014, closing a stake of 18,851 shares — an estimated $807K sold.

Sheets Smith Wealth Management first reported a position in EWP in Q2 2014 and held it in 1 quarter. The position peaked at $807K in Q2 2014. 133 funds tracked by Wall St. Rank hold EWP as of Q3 2014.

  • Sheets Smith Wealth Management reported no remaining iShares MSCI Spain ETF position as of Q3 2014 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 18,851 iShares MSCI Spain ETF shares in Q3 2014, an estimated $807K.
  • Sheets Smith Wealth Management first reported a position in iShares MSCI Spain ETF in Q2 2014 and held it in 1 quarter.
  • Sheets Smith Wealth Management's iShares MSCI Spain ETF position peaked at $807K in Q2 2014.
  • 133 funds tracked by Wall St. Rank held iShares MSCI Spain ETF as of Q3 2014.

Based on Sheets Smith Wealth Management's 13F filing for Q3 2014, filed 17 Nov 2014.