United Capital Financial Advisors’s iShares MSCI Hong Kong ETF EWH Stock Holding History

United Capital Financial Advisors’s Portfolio EWH Stock Details EWH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-72,403	Closed	-$1.75M	–	1344
2018 Q2	$1.75M	Sell	72,403 -3,234	-4%	-$82.7K	0.01%	621
2018 Q1	$1.91M	Sell	75,637 -2,048	-3%	-$52.8K	0.01%	602
2017 Q4	$1.98M	Sell	77,685 -9,281	-11%	-$234K	0.02%	588
2017 Q3	$2.15M	Sell	86,966 -4,886	-5%	-$119K	0.02%	553
2017 Q2	$2.15M	Sell	91,852 -7,475	-8%	-$174K	0.02%	550
2017 Q1	$2.21M	Buy	99,327 +35,451	+55%	+$757K	0.02%	542
2016 Q4	$1.24M	Buy	+63,876	New	+$1.34M	0.01%	686
2016 Q3	–	Sell	-47,866	Closed	-$957K	–	1271
2016 Q2	$957K	Buy	+47,866	New	+$937K	0.01%	746
2015 Q3	–	Sell	-104,180	Closed	-$2.35M	–	1264
2015 Q2	$2.35M	Sell	104,180 -3,499	-3%	-$82.6K	0.03%	541
2015 Q1	$2.56M	Buy	+107,679	New	+$2.31M	0.03%	500

Other funds holding EWH

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

PPFA

Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

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

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

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

HHGC

Hunting Hill Global Capital New York $129M AUM 17.34% 1-Year Est. Return

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

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

United Capital Financial Advisors's EWH Position: Q3 2018 in Review

United Capital Financial Advisors sold out of iShares MSCI Hong Kong ETF (EWH) in Q3 2018, closing a stake of 72,403 shares — an estimated $1.75M sold.

United Capital Financial Advisors first reported a position in EWH in Q1 2015 and held it in 10 quarters. The position peaked at $2.56M in Q1 2015. 157 funds tracked by Wall St. Rank hold EWH as of Q3 2018.

United Capital Financial Advisors reported no remaining iShares MSCI Hong Kong ETF position as of Q3 2018 after selling out during the quarter.
United Capital Financial Advisors sold 72,403 iShares MSCI Hong Kong ETF shares in Q3 2018, an estimated $1.75M.
United Capital Financial Advisors first reported a position in iShares MSCI Hong Kong ETF in Q1 2015 and held it in 10 quarters.
United Capital Financial Advisors's iShares MSCI Hong Kong ETF position peaked at $2.56M in Q1 2015.
157 funds tracked by Wall St. Rank held iShares MSCI Hong Kong ETF as of Q3 2018.

Based on United Capital Financial Advisors's 13F filing for Q3 2018, filed 14 Nov 2018.