United Capital Financial Advisors’s iShares MSCI Germany ETF EWG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q4
Sell
-10,897
Closed -$324K 1311
2018
Q3
$324K Buy
10,897
+735
+7% +$22.3K ﹤0.01% 1079
2018
Q2
$305K Sell
10,162
-1,132,511
-99% -$36.5M ﹤0.01% 1073
2018
Q1
$36.6M Sell
1,142,673
-8,704
-0.8% -$290K 0.28% 77
2017
Q4
$38M Sell
1,151,377
-4,512
-0.4% -$149K 0.3% 71
2017
Q3
$37.5M Sell
1,155,889
-25,444
-2% -$791K 0.32% 65
2017
Q2
$35.8M Sell
1,181,333
-26,185
-2% -$790K 0.32% 67
2017
Q1
$34.7M Buy
1,207,518
+144,791
+14% +$4.01M 0.32% 70
2016
Q4
$28.1M Buy
1,062,727
+201,980
+23% +$5.2M 0.27% 76
2016
Q3
$22.6M Buy
+860,747
New +$22.1M 0.22% 101
2014
Q3
Sell
-656,229
Closed -$20.5M 1101
2014
Q2
$20.5M Buy
656,229
+544,297
+486% +$17.2M 0.38% 69
2014
Q1
$3.51M Buy
+111,932
New +$3.46M 0.07% 261

Other funds holding EWG

United Capital Financial Advisors's EWG Position: Q4 2018 in Review

United Capital Financial Advisors sold out of iShares MSCI Germany ETF (EWG) in Q4 2018, closing a stake of 10,897 shares — an estimated $324K sold.

United Capital Financial Advisors first reported a position in EWG in Q1 2014 and held it in 11 quarters. The position peaked at $38M in Q4 2017. 173 funds tracked by Wall St. Rank hold EWG as of Q4 2018.

  • United Capital Financial Advisors reported no remaining iShares MSCI Germany ETF position as of Q4 2018 after selling out during the quarter.
  • United Capital Financial Advisors sold 10,897 iShares MSCI Germany ETF shares in Q4 2018, an estimated $324K.
  • United Capital Financial Advisors first reported a position in iShares MSCI Germany ETF in Q1 2014 and held it in 11 quarters.
  • United Capital Financial Advisors's iShares MSCI Germany ETF position peaked at $38M in Q4 2017.
  • 173 funds tracked by Wall St. Rank held iShares MSCI Germany ETF as of Q4 2018.

Based on United Capital Financial Advisors's 13F filing for Q4 2018, filed 14 Feb 2019.