TWMH
URTH icon

Tiedemann Wealth Management Holdings’s iShares MSCI World ETF URTH Stock Holding History

Tiedemann Wealth Management Holdings’s Portfolio URTH Stock Details URTH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-5,297
Closed -$387K – 16
2016
Q4 		$387K Sell
5,297
-488
-8% -$35.3K 0.86% 16
2016
Q3 		$420K Buy
+5,785
New +$416K 1.04% 10

Other funds holding URTH

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
CLOS
Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $8.13B AUM 26.03% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HWP
Hefty Wealth Partners Auburn, Indiana $155M AUM 7.56% 1-Year Est. Return

Tiedemann Wealth Management Holdings's URTH Position: Q1 2017 in Review

Tiedemann Wealth Management Holdings sold out of iShares MSCI World ETF (URTH) in Q1 2017, closing a stake of 5,297 shares — an estimated $387K sold.

Tiedemann Wealth Management Holdings first reported a position in URTH in Q3 2016 and held it in 2 quarters. The position peaked at $420K in Q3 2016. 39 funds tracked by Wall St. Rank hold URTH as of Q1 2017.

  • Tiedemann Wealth Management Holdings reported no remaining iShares MSCI World ETF position as of Q1 2017 after selling out during the quarter.
  • Tiedemann Wealth Management Holdings sold 5,297 iShares MSCI World ETF shares in Q1 2017, an estimated $387K.
  • Tiedemann Wealth Management Holdings first reported a position in iShares MSCI World ETF in Q3 2016 and held it in 2 quarters.
  • Tiedemann Wealth Management Holdings's iShares MSCI World ETF position peaked at $420K in Q3 2016.
  • 39 funds tracked by Wall St. Rank held iShares MSCI World ETF as of Q1 2017.

Based on Tiedemann Wealth Management Holdings's 13F filing for Q1 2017, filed 8 May 2017.