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United Capital Financial Advisors’s iShares MSCI Austria ETF EWO Stock Holding History

United Capital Financial Advisors’s Portfolio EWO Stock Details EWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-288,859
Closed -$7.33M – 1321
2018
Q1 		$7.33M Sell
288,859
-6,799
-2% -$175K 0.06% 349
2017
Q4 		$7.29M Sell
295,658
-141,658
-32% -$3.38M 0.06% 348
2017
Q3 		$10.2M Buy
437,316
+277,717
+174% +$6.3M 0.09% 276
2017
Q2 		$3.39M Buy
+159,599
New +$3.22M 0.03% 449

Other funds holding EWO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AII
AGF Investments Inc Toronto, Ontario, Canada $10.6B AUM 4.37% 1-Year Est. Return
PL
Parkwood LLC Cleveland, Ohio $1.13B AUM 32.89% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return

United Capital Financial Advisors's EWO Position: Q2 2018 in Review

United Capital Financial Advisors sold out of iShares MSCI Austria ETF (EWO) in Q2 2018, closing a stake of 288,859 shares — an estimated $7.33M sold.

United Capital Financial Advisors first reported a position in EWO in Q2 2017 and held it in 4 quarters. The position peaked at $10.2M in Q3 2017. 68 funds tracked by Wall St. Rank hold EWO as of Q2 2018.

  • United Capital Financial Advisors reported no remaining iShares MSCI Austria ETF position as of Q2 2018 after selling out during the quarter.
  • United Capital Financial Advisors sold 288,859 iShares MSCI Austria ETF shares in Q2 2018, an estimated $7.33M.
  • United Capital Financial Advisors first reported a position in iShares MSCI Austria ETF in Q2 2017 and held it in 4 quarters.
  • United Capital Financial Advisors's iShares MSCI Austria ETF position peaked at $10.2M in Q3 2017.
  • 68 funds tracked by Wall St. Rank held iShares MSCI Austria ETF as of Q2 2018.

Based on United Capital Financial Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.