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Waverly Advisors’s iShares MSCI Hong Kong ETF EWH Stock Holding History

Waverly 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
2014
Q1 		– Sell
-1,016
Closed -$21K – 737
2013
Q4 		$21K Buy
1,016
+900
+776% +$18.4K 0.01% 448
2013
Q3 		$2K Buy
+116
New +$2.23K ﹤0.01% 537

Other funds holding EWH

PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.95B AUM 25.05% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
ALA
Atherton Lane Advisers Menlo Park, California $1.72B AUM 0.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Waverly Advisors's EWH Position: Q1 2014 in Review

Waverly Advisors sold out of iShares MSCI Hong Kong ETF (EWH) in Q1 2014, closing a stake of 1,016 shares — an estimated $21K sold.

Waverly Advisors first reported a position in EWH in Q3 2013 and held it in 2 quarters. The position peaked at $21K in Q4 2013. 131 funds tracked by Wall St. Rank hold EWH as of Q1 2014.

  • Waverly Advisors reported no remaining iShares MSCI Hong Kong ETF position as of Q1 2014 after selling out during the quarter.
  • Waverly Advisors sold 1,016 iShares MSCI Hong Kong ETF shares in Q1 2014, an estimated $21K.
  • Waverly Advisors first reported a position in iShares MSCI Hong Kong ETF in Q3 2013 and held it in 2 quarters.
  • Waverly Advisors's iShares MSCI Hong Kong ETF position peaked at $21K in Q4 2013.
  • 131 funds tracked by Wall St. Rank held iShares MSCI Hong Kong ETF as of Q1 2014.

Based on Waverly Advisors's 13F filing for Q1 2014, filed 28 Apr 2014.