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United Capital Financial Advisors’s iShares MSCI Mexico ETF EWW Stock Holding History

United Capital Financial Advisors’s Portfolio EWW Stock Details EWW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-30,450
Closed -$1.48M – 1272
2016
Q3 		$1.48M Buy
+30,450
New +$1.53M 0.01% 668

Other funds holding EWW

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return
HCM
Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 1-Year Est. Return
NIMI
Natixis Investment Managers International Paris, France $1.29B AUM 24.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Parallax Volatility Advisers
Parallax Volatility Advisers San Francisco, California $58.9B AUM 51.73% 1-Year Est. Return
MAM
Marketfield Asset Management New York $127M AUM 30.51% 1-Year Est. Return

United Capital Financial Advisors's EWW Position: Q4 2016 in Review

United Capital Financial Advisors sold out of iShares MSCI Mexico ETF (EWW) in Q4 2016, closing a stake of 30,450 shares — an estimated $1.48M sold.

United Capital Financial Advisors first reported a position in EWW in Q3 2016 and held it in 1 quarter. The position peaked at $1.48M in Q3 2016. 173 funds tracked by Wall St. Rank hold EWW as of Q4 2016.

  • United Capital Financial Advisors reported no remaining iShares MSCI Mexico ETF position as of Q4 2016 after selling out during the quarter.
  • United Capital Financial Advisors sold 30,450 iShares MSCI Mexico ETF shares in Q4 2016, an estimated $1.48M.
  • United Capital Financial Advisors first reported a position in iShares MSCI Mexico ETF in Q3 2016 and held it in 1 quarter.
  • United Capital Financial Advisors's iShares MSCI Mexico ETF position peaked at $1.48M in Q3 2016.
  • 173 funds tracked by Wall St. Rank held iShares MSCI Mexico ETF as of Q4 2016.

Based on United Capital Financial Advisors's 13F filing for Q4 2016, filed 15 Feb 2017.