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UBP Investment Advisors’s iShares MSCI Germany ETF EWG Stock Holding History

UBP Investment Advisors’s Portfolio EWG Stock Details EWG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-12,640
Closed -$376K – 46
2018
Q3 		$376K Buy
12,640
+640
+5% +$19.4K 0.36% 48
2018
Q2 		$357K Sell
12,000
-640
-5% -$20.6K 0.42% 40
2018
Q1 		$405K Hold
12,640
– – 0.44% 39
2017
Q4 		$417K Buy
+12,640
New +$416K 0.49% 45

Other funds holding EWG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.95B AUM 25.05% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBP Investment Advisors's EWG Position: Q4 2018 in Review

UBP Investment Advisors sold out of iShares MSCI Germany ETF (EWG) in Q4 2018, closing a stake of 12,640 shares — an estimated $376K sold.

UBP Investment Advisors first reported a position in EWG in Q4 2017 and held it in 4 quarters. The position peaked at $417K in Q4 2017. 173 funds tracked by Wall St. Rank hold EWG as of Q4 2018.

  • UBP Investment Advisors reported no remaining iShares MSCI Germany ETF position as of Q4 2018 after selling out during the quarter.
  • UBP Investment Advisors sold 12,640 iShares MSCI Germany ETF shares in Q4 2018, an estimated $376K.
  • UBP Investment Advisors first reported a position in iShares MSCI Germany ETF in Q4 2017 and held it in 4 quarters.
  • UBP Investment Advisors's iShares MSCI Germany ETF position peaked at $417K in Q4 2017.
  • 173 funds tracked by Wall St. Rank held iShares MSCI Germany ETF as of Q4 2018.

Based on UBP Investment Advisors's 13F filing for Q4 2018, filed 4 Feb 2019.