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Waverton Investment Management’s iShares MSCI United Kingdom Small-Cap ETF EWUS Stock Holding History

Waverton Investment Management’s Portfolio EWUS Stock Details EWUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-13,000
Closed -$206K – 113
2016
Q3 		$206K Buy
+13,000
New +$462K 0.01% 95
2015
Q2 		– Sell
-11,600
Closed -$209K – 105
2015
Q1 		$209K Buy
+11,600
New +$443K 0.02% 93

Other funds holding EWUS

OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
PA
Parkside Advisors Berkeley, California $455M AUM 11.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Waverton Investment Management's EWUS Position: Q4 2016 in Review

Waverton Investment Management sold out of iShares MSCI United Kingdom Small-Cap ETF (EWUS) in Q4 2016, closing a stake of 13,000 shares — an estimated $206K sold.

Waverton Investment Management first reported a position in EWUS in Q1 2015 and held it in 2 quarters. The position peaked at $209K in Q1 2015. 16 funds tracked by Wall St. Rank hold EWUS as of Q4 2016.

  • Waverton Investment Management reported no remaining iShares MSCI United Kingdom Small-Cap ETF position as of Q4 2016 after selling out during the quarter.
  • Waverton Investment Management sold 13,000 iShares MSCI United Kingdom Small-Cap ETF shares in Q4 2016, an estimated $206K.
  • Waverton Investment Management first reported a position in iShares MSCI United Kingdom Small-Cap ETF in Q1 2015 and held it in 2 quarters.
  • Waverton Investment Management's iShares MSCI United Kingdom Small-Cap ETF position peaked at $209K in Q1 2015.
  • 16 funds tracked by Wall St. Rank held iShares MSCI United Kingdom Small-Cap ETF as of Q4 2016.

Based on Waverton Investment Management's 13F filing for Q4 2016, filed 12 Jan 2017.