Weatherstone Capital Management’s iShares MSCI United Kingdom ETF EWU Stock Holding History

Weatherstone Capital Management’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
2017 Q1	–	Sell	-8,040	Closed	-$247K	–	87
2016 Q4	$247K	Sell	8,040 -599	-7%	-$18.2K	0.16%	75
2016 Q3	$274K	Sell	8,639 -1,472	-15%	-$46.1K	0.22%	71
2016 Q2	$311K	Buy	+10,111	New	+$321K	0.26%	58
2014 Q1	–	Sell	-29,626	Closed	-$1.23M	–	77
2013 Q4	$1.23M	Buy	+29,626	New	+$1.19M	0.28%	35

Other funds holding EWU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WIM

Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PVH

Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Weatherstone Capital Management's EWU Position: Q1 2017 in Review

Weatherstone Capital Management sold out of iShares MSCI United Kingdom ETF (EWU) in Q1 2017, closing a stake of 8,040 shares — an estimated $247K sold.

Weatherstone Capital Management first reported a position in EWU in Q4 2013 and held it in 4 quarters. The position peaked at $1.23M in Q4 2013. 172 funds tracked by Wall St. Rank hold EWU as of Q1 2017.

Weatherstone Capital Management reported no remaining iShares MSCI United Kingdom ETF position as of Q1 2017 after selling out during the quarter.
Weatherstone Capital Management sold 8,040 iShares MSCI United Kingdom ETF shares in Q1 2017, an estimated $247K.
Weatherstone Capital Management first reported a position in iShares MSCI United Kingdom ETF in Q4 2013 and held it in 4 quarters.
Weatherstone Capital Management's iShares MSCI United Kingdom ETF position peaked at $1.23M in Q4 2013.
172 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q1 2017.

Based on Weatherstone Capital Management's 13F filing for Q1 2017, filed 11 May 2017.