United Capital Financial Advisors’s iShares MSCI Spain ETF EWP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-10,477	Closed	-$310K	–	1313
2018 Q3	$310K	Buy	+10,477	New	+$319K	﹤0.01%	1096
2018 Q2	–	Sell	-991,242	Closed	-$32.2M	–	1322
2018 Q1	$32.2M	Buy	991,242 +8,202	+0.8%	+$276K	0.25%	95
2017 Q4	$32.2M	Sell	983,040 -130,654	-12%	-$4.32M	0.25%	86
2017 Q3	$37.6M	Sell	1,113,694 -43,256	-4%	-$1.46M	0.32%	64
2017 Q2	$38M	Buy	1,156,950 +83,889	+8%	+$2.71M	0.34%	61
2017 Q1	$32.6M	Buy	+1,073,061	New	+$30.1M	0.3%	75
2014 Q4	–	Sell	-38,319	Closed	-$1.49M	–	1160
2014 Q3	$1.49M	Buy	38,319 +1,609	+4%	+$65.4K	0.03%	511
2014 Q2	$1.57M	Buy	+36,710	New	+$1.55M	0.03%	464

Other funds holding EWP

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea $132B AUM 28.96% 1-Year Est. Return

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

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

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

United Capital Financial Advisors sold out of iShares MSCI Spain ETF (EWP) in Q4 2018, closing a stake of 10,477 shares — an estimated $310K sold.

United Capital Financial Advisors first reported a position in EWP in Q2 2014 and held it in 8 quarters. The position peaked at $38M in Q2 2017. 77 funds tracked by Wall St. Rank hold EWP as of Q4 2018.

United Capital Financial Advisors reported no remaining iShares MSCI Spain ETF position as of Q4 2018 after selling out during the quarter.
United Capital Financial Advisors sold 10,477 iShares MSCI Spain ETF shares in Q4 2018, an estimated $310K.
United Capital Financial Advisors first reported a position in iShares MSCI Spain ETF in Q2 2014 and held it in 8 quarters.
United Capital Financial Advisors's iShares MSCI Spain ETF position peaked at $38M in Q2 2017.
77 funds tracked by Wall St. Rank held iShares MSCI Spain ETF as of Q4 2018.

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