WHG
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Westwood Holdings Group’s iShares MSCI Germany ETF EWG Stock Holding History

Westwood Holdings Group’s Portfolio EWG Stock Details EWG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-47,827
Closed -$1.33M – 314
2013
Q3 		$1.33M Buy
47,827
+1,427
+3% +$37.8K 0.01% 283
2013
Q2 		$1.15M Buy
+46,400
New +$1.18M 0.01% 291

Other funds holding EWG

WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return
BIM
BlackRock Investment Management Wilmington, Delaware $86.4B AUM 16.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
X
Xponance Philadelphia, Pennsylvania $16.3B AUM 44.61% 1-Year Est. Return

Westwood Holdings Group's EWG Position: Q4 2013 in Review

Westwood Holdings Group sold out of iShares MSCI Germany ETF (EWG) in Q4 2013, closing a stake of 47,827 shares — an estimated $1.33M sold.

Westwood Holdings Group first reported a position in EWG in Q2 2013 and held it in 2 quarters. The position peaked at $1.33M in Q3 2013. 247 funds tracked by Wall St. Rank hold EWG as of Q4 2013.

  • Westwood Holdings Group reported no remaining iShares MSCI Germany ETF position as of Q4 2013 after selling out during the quarter.
  • Westwood Holdings Group sold 47,827 iShares MSCI Germany ETF shares in Q4 2013, an estimated $1.33M.
  • Westwood Holdings Group first reported a position in iShares MSCI Germany ETF in Q2 2013 and held it in 2 quarters.
  • Westwood Holdings Group's iShares MSCI Germany ETF position peaked at $1.33M in Q3 2013.
  • 247 funds tracked by Wall St. Rank held iShares MSCI Germany ETF as of Q4 2013.

Based on Westwood Holdings Group's 13F filing for Q4 2013, filed 11 Feb 2014.