Torch Wealth Management’s iShares Europe ETF IEV Stock Holding History

Torch Wealth 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
2016 Q4	–	Sell	-11,400	Closed	-$449K	–	97
2016 Q3	$449K	Hold	11,400	–	–	0.33%	69
2016 Q2	$431K	Sell	11,400 -1,000	-8%	-$39.3K	0.31%	72
2016 Q1	$485K	Hold	12,400	–	–	0.36%	61
2015 Q4	$497K	Buy	+12,400	New	+$514K	0.36%	65

Other funds holding IEV

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Torch Wealth Management's IEV Position: Q4 2016 in Review

Torch Wealth Management sold out of iShares Europe ETF (IEV) in Q4 2016, closing a stake of 11,400 shares — an estimated $449K sold.

Torch Wealth Management first reported a position in IEV in Q4 2015 and held it in 4 quarters. The position peaked at $497K in Q4 2015. 176 funds tracked by Wall St. Rank hold IEV as of Q4 2016.

Torch Wealth Management reported no remaining iShares Europe ETF position as of Q4 2016 after selling out during the quarter.
Torch Wealth Management sold 11,400 iShares Europe ETF shares in Q4 2016, an estimated $449K.
Torch Wealth Management first reported a position in iShares Europe ETF in Q4 2015 and held it in 4 quarters.
Torch Wealth Management's iShares Europe ETF position peaked at $497K in Q4 2015.
176 funds tracked by Wall St. Rank held iShares Europe ETF as of Q4 2016.

Based on Torch Wealth Management's 13F filing for Q4 2016, filed 2 Feb 2017.