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WealthSource Partners’s iShares MSCI Taiwan ETF EWT Stock Holding History

WealthSource Partners’s Portfolio EWT Stock Details EWT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-6,288
Closed -$174K – 268
2016
Q1 		$174K Buy
+6,288
New +$160K 0.07% 221

Other funds holding EWT

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Fisher Asset Management
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Dimensional Fund Advisors
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State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
CS
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Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

WealthSource Partners's EWT Position: Q2 2016 in Review

WealthSource Partners sold out of iShares MSCI Taiwan ETF (EWT) in Q2 2016, closing a stake of 6,288 shares — an estimated $174K sold.

WealthSource Partners first reported a position in EWT in Q1 2016 and held it in 1 quarter. The position peaked at $174K in Q1 2016. 174 funds tracked by Wall St. Rank hold EWT as of Q2 2016.

  • WealthSource Partners reported no remaining iShares MSCI Taiwan ETF position as of Q2 2016 after selling out during the quarter.
  • WealthSource Partners sold 6,288 iShares MSCI Taiwan ETF shares in Q2 2016, an estimated $174K.
  • WealthSource Partners first reported a position in iShares MSCI Taiwan ETF in Q1 2016 and held it in 1 quarter.
  • WealthSource Partners's iShares MSCI Taiwan ETF position peaked at $174K in Q1 2016.
  • 174 funds tracked by Wall St. Rank held iShares MSCI Taiwan ETF as of Q2 2016.

Based on WealthSource Partners's 13F filing for Q2 2016, filed 8 Aug 2016.