WP
EWP icon

WealthSource Partners’s iShares MSCI Spain ETF EWP Stock Holding History

WealthSource Partners’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
2017
Q4 		– Sell
-15,671
Closed -$529K – 309
2017
Q3 		$529K Sell
15,671
-378
-2% -$12.7K 0.18% 129
2017
Q2 		$527K Buy
+16,049
New +$519K 0.18% 121

Other funds holding EWP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 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 $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
National Pension Service
National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea $132B AUM 28.96% 1-Year Est. Return

WealthSource Partners's EWP Position: Q4 2017 in Review

WealthSource Partners sold out of iShares MSCI Spain ETF (EWP) in Q4 2017, closing a stake of 15,671 shares — an estimated $529K sold.

WealthSource Partners first reported a position in EWP in Q2 2017 and held it in 2 quarters. The position peaked at $529K in Q3 2017. 105 funds tracked by Wall St. Rank hold EWP as of Q4 2017.

  • WealthSource Partners reported no remaining iShares MSCI Spain ETF position as of Q4 2017 after selling out during the quarter.
  • WealthSource Partners sold 15,671 iShares MSCI Spain ETF shares in Q4 2017, an estimated $529K.
  • WealthSource Partners first reported a position in iShares MSCI Spain ETF in Q2 2017 and held it in 2 quarters.
  • WealthSource Partners's iShares MSCI Spain ETF position peaked at $529K in Q3 2017.
  • 105 funds tracked by Wall St. Rank held iShares MSCI Spain ETF as of Q4 2017.

Based on WealthSource Partners's 13F filing for Q4 2017, filed 16 Feb 2018.