Triangle Peak Partners’s iShares MSCI United Kingdom ETF EWU Stock Holding History

Triangle Peak Partners’s Portfolio EWU Stock Details EWU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q3	–	Sell	-27,513	Closed	-$1M	–	29
2015 Q2	$1M	Sell	27,513 -18,819	-41%	-$720K	1.57%	14
2015 Q1	$1.67M	Buy	+46,332	New	+$1.7M	2.54%	10
2014 Q4	–	Sell	-36,129	Closed	-$1.4M	–	37
2014 Q3	$1.4M	Buy	36,129 +2,387	+7%	+$97.4K	1.42%	15
2014 Q2	$1.41M	Buy	33,742 +11,020	+48%	+$472K	1.26%	18
2014 Q1	$936K	Buy	+22,722	New	+$937K	0.85%	23

Other funds holding EWU

LTI

Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PVH

Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Triangle Peak Partners's EWU Position: Q3 2015 in Review

Triangle Peak Partners sold out of iShares MSCI United Kingdom ETF (EWU) in Q3 2015, closing a stake of 27,513 shares — an estimated $1M sold.

Triangle Peak Partners first reported a position in EWU in Q1 2014 and held it in 5 quarters. The position peaked at $1.67M in Q1 2015. 160 funds tracked by Wall St. Rank hold EWU as of Q3 2015.

Triangle Peak Partners reported no remaining iShares MSCI United Kingdom ETF position as of Q3 2015 after selling out during the quarter.
Triangle Peak Partners sold 27,513 iShares MSCI United Kingdom ETF shares in Q3 2015, an estimated $1M.
Triangle Peak Partners first reported a position in iShares MSCI United Kingdom ETF in Q1 2014 and held it in 5 quarters.
Triangle Peak Partners's iShares MSCI United Kingdom ETF position peaked at $1.67M in Q1 2015.
160 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q3 2015.

Based on Triangle Peak Partners's 13F filing for Q3 2015, filed 6 Nov 2015.