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Summit Capital Management’s iShares Europe ETF IEV Stock Holding History

Summit Capital Management’s Portfolio IEV Stock Details IEV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-49,144
Closed -$1.96M – 79
2015
Q3 		$1.96M Sell
49,144
-7,321
-13% -$313K 0.96% 30
2015
Q2 		$2.47M Buy
+56,465
New +$2.6M 1.05% 28

Other funds holding IEV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Summit Capital Management's IEV Position: Q4 2015 in Review

Summit Capital Management sold out of iShares Europe ETF (IEV) in Q4 2015, closing a stake of 49,144 shares — an estimated $1.96M sold.

Summit Capital Management first reported a position in IEV in Q2 2015 and held it in 2 quarters. The position peaked at $2.47M in Q2 2015. 184 funds tracked by Wall St. Rank hold IEV as of Q4 2015.

  • Summit Capital Management reported no remaining iShares Europe ETF position as of Q4 2015 after selling out during the quarter.
  • Summit Capital Management sold 49,144 iShares Europe ETF shares in Q4 2015, an estimated $1.96M.
  • Summit Capital Management first reported a position in iShares Europe ETF in Q2 2015 and held it in 2 quarters.
  • Summit Capital Management's iShares Europe ETF position peaked at $2.47M in Q2 2015.
  • 184 funds tracked by Wall St. Rank held iShares Europe ETF as of Q4 2015.

Based on Summit Capital Management's 13F filing for Q4 2015, filed 11 Feb 2016.