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Valley Wealth Managers’s iShares MSCI United Kingdom ETF EWU Stock Holding History

Valley Wealth Managers’s Portfolio EWU Stock Details EWU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-6,038
Closed -$237K – 103
2013
Q3 		$237K Sell
6,038
-43,640
-88% -$1.66M 0.05% 96
2013
Q2 		$1.75M Buy
+49,678
New +$1.85M 0.4% 49

Other funds holding EWU

WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return
H
Hexavest Montreal, Quebec, Canada $1.64B AUM 28.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Valley Wealth Managers's EWU Position: Q4 2013 in Review

Valley Wealth Managers sold out of iShares MSCI United Kingdom ETF (EWU) in Q4 2013, closing a stake of 6,038 shares — an estimated $237K sold.

Valley Wealth Managers first reported a position in EWU in Q2 2013 and held it in 2 quarters. The position peaked at $1.75M in Q2 2013. 161 funds tracked by Wall St. Rank hold EWU as of Q4 2013.

  • Valley Wealth Managers reported no remaining iShares MSCI United Kingdom ETF position as of Q4 2013 after selling out during the quarter.
  • Valley Wealth Managers sold 6,038 iShares MSCI United Kingdom ETF shares in Q4 2013, an estimated $237K.
  • Valley Wealth Managers first reported a position in iShares MSCI United Kingdom ETF in Q2 2013 and held it in 2 quarters.
  • Valley Wealth Managers's iShares MSCI United Kingdom ETF position peaked at $1.75M in Q2 2013.
  • 161 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q4 2013.

Based on Valley Wealth Managers's 13F filing for Q4 2013, filed 7 Feb 2014.