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Sigma Investment Management’s iShares MSCI United Kingdom ETF EWU Stock Holding History

Sigma Investment 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
2013
Q3 		– Sell
-246,605
Closed -$8.71M – 27
2013
Q2 		$8.71M Buy
+246,605
New +$9.18M 6.47% 6

Other funds holding EWU

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
H
Hexavest Montreal, Quebec, Canada $1.64B AUM 28.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Sigma Investment Management's EWU Position: Q3 2013 in Review

Sigma Investment Management sold out of iShares MSCI United Kingdom ETF (EWU) in Q3 2013, closing a stake of 246,605 shares — an estimated $8.71M sold.

Sigma Investment Management first reported a position in EWU in Q2 2013 and held it in 1 quarter. The position peaked at $8.71M in Q2 2013. 150 funds tracked by Wall St. Rank hold EWU as of Q3 2013.

  • Sigma Investment Management reported no remaining iShares MSCI United Kingdom ETF position as of Q3 2013 after selling out during the quarter.
  • Sigma Investment Management sold 246,605 iShares MSCI United Kingdom ETF shares in Q3 2013, an estimated $8.71M.
  • Sigma Investment Management first reported a position in iShares MSCI United Kingdom ETF in Q2 2013 and held it in 1 quarter.
  • Sigma Investment Management's iShares MSCI United Kingdom ETF position peaked at $8.71M in Q2 2013.
  • 150 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q3 2013.

Based on Sigma Investment Management's 13F filing for Q3 2013, filed 14 Nov 2013.