SIA
EWH icon

Spruce Investment Advisors’s iShares MSCI Hong Kong ETF EWH Stock Holding History

Spruce Investment Advisors’s Portfolio EWH Stock Details EWH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-251,426
Closed -$5.67M – 35
2015
Q2 		$5.67M Buy
+251,426
New +$5.94M 1.53% 21

Other funds holding EWH

LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return
ALA
Atherton Lane Advisers Menlo Park, California $1.72B AUM 0.32% 1-Year Est. Return
MAM
Marketfield Asset Management New York $127M AUM 30.51% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
DCM
Dupont Capital Management Wilmington, Delaware $879M AUM 29.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Spruce Investment Advisors's EWH Position: Q3 2015 in Review

Spruce Investment Advisors sold out of iShares MSCI Hong Kong ETF (EWH) in Q3 2015, closing a stake of 251,426 shares — an estimated $5.67M sold.

Spruce Investment Advisors first reported a position in EWH in Q2 2015 and held it in 1 quarter. The position peaked at $5.67M in Q2 2015. 144 funds tracked by Wall St. Rank hold EWH as of Q3 2015.

  • Spruce Investment Advisors reported no remaining iShares MSCI Hong Kong ETF position as of Q3 2015 after selling out during the quarter.
  • Spruce Investment Advisors sold 251,426 iShares MSCI Hong Kong ETF shares in Q3 2015, an estimated $5.67M.
  • Spruce Investment Advisors first reported a position in iShares MSCI Hong Kong ETF in Q2 2015 and held it in 1 quarter.
  • Spruce Investment Advisors's iShares MSCI Hong Kong ETF position peaked at $5.67M in Q2 2015.
  • 144 funds tracked by Wall St. Rank held iShares MSCI Hong Kong ETF as of Q3 2015.

Based on Spruce Investment Advisors's 13F filing for Q3 2015, filed 3 Nov 2015.