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

Strategic 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
Q2 		– Sell
-220,200
Closed -$8.98M – 31
2014
Q1 		$8.98M Buy
220,200
+1,450
+0.7% +$57K 8.38% 3
2013
Q4 		$8.44M Sell
218,750
-8,400
-4% -$311K 8.54% 2
2013
Q3 		$7.89M Sell
227,150
-13,900
-6% -$438K 8.67% 4
2013
Q2 		$6.67M Buy
+241,050
New +$7.23M 6.99% 5

Other funds holding EWP

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Strategic Wealth Management's EWP Position: Q2 2014 in Review

Strategic Wealth Management sold out of iShares MSCI Spain ETF (EWP) in Q2 2014, closing a stake of 220,200 shares — an estimated $8.98M sold.

Strategic Wealth Management first reported a position in EWP in Q2 2013 and held it in 4 quarters. The position peaked at $8.98M in Q1 2014. 146 funds tracked by Wall St. Rank hold EWP as of Q2 2014.

  • Strategic Wealth Management reported no remaining iShares MSCI Spain ETF position as of Q2 2014 after selling out during the quarter.
  • Strategic Wealth Management sold 220,200 iShares MSCI Spain ETF shares in Q2 2014, an estimated $8.98M.
  • Strategic Wealth Management first reported a position in iShares MSCI Spain ETF in Q2 2013 and held it in 4 quarters.
  • Strategic Wealth Management's iShares MSCI Spain ETF position peaked at $8.98M in Q1 2014.
  • 146 funds tracked by Wall St. Rank held iShares MSCI Spain ETF as of Q2 2014.

Based on Strategic Wealth Management's 13F filing for Q2 2014, filed 24 Jul 2014.