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Welch & Forbes’s iShares Europe ETF IEV Stock Holding History

Welch & Forbes’s Portfolio IEV Stock Details IEV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-7,500
Closed -$319K – 339
2014
Q4 		$319K Sell
7,500
-11,750
-61% -$512K 0.01% 295
2014
Q3 		$868K Hold
19,250
– – 0.03% 217
2014
Q2 		$936K Buy
+19,250
New +$949K 0.03% 201

Other funds holding IEV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Welch & Forbes's IEV Position: Q1 2015 in Review

Welch & Forbes sold out of iShares Europe ETF (IEV) in Q1 2015, closing a stake of 7,500 shares — an estimated $319K sold.

Welch & Forbes first reported a position in IEV in Q2 2014 and held it in 3 quarters. The position peaked at $936K in Q2 2014. 160 funds tracked by Wall St. Rank hold IEV as of Q1 2015.

  • Welch & Forbes reported no remaining iShares Europe ETF position as of Q1 2015 after selling out during the quarter.
  • Welch & Forbes sold 7,500 iShares Europe ETF shares in Q1 2015, an estimated $319K.
  • Welch & Forbes first reported a position in iShares Europe ETF in Q2 2014 and held it in 3 quarters.
  • Welch & Forbes's iShares Europe ETF position peaked at $936K in Q2 2014.
  • 160 funds tracked by Wall St. Rank held iShares Europe ETF as of Q1 2015.

Based on Welch & Forbes's 13F filing for Q1 2015, filed 30 Apr 2015.