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WFG Advisors’s iShares MSCI Hong Kong ETF EWH Stock Holding History

WFG Advisors’s Portfolio EWH Stock Details EWH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-130
Closed -$3K – 1861
2014
Q4 		$3K Hold
130
– – ﹤0.01% 1761
2014
Q3 		$3K Hold
130
– – ﹤0.01% 1781
2014
Q2 		$3K Hold
130
– – ﹤0.01% 1752
2014
Q1 		$3K Sell
130
-1,706
-93% -$33.7K ﹤0.01% 1728
2013
Q4 		$38K Sell
1,836
-3,466
-65% -$70.7K 0.01% 1102
2013
Q3 		$106K Buy
5,302
+1,648
+45% +$31.8K 0.02% 688
2013
Q2 		$67K Buy
+3,654
New +$72.2K 0.01% 781

Other funds holding EWH

WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.95B AUM 25.05% 1-Year Est. Return
MAM
Marketfield Asset Management New York $127M AUM 30.51% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
ALA
Atherton Lane Advisers Menlo Park, California $1.72B AUM 0.32% 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
WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return
GH
GAM Holding Zurich, Switzerland $1.31B AUM 35.17% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

WFG Advisors's EWH Position: Q1 2015 in Review

WFG Advisors sold out of iShares MSCI Hong Kong ETF (EWH) in Q1 2015, closing a stake of 130 shares — an estimated $3K sold.

WFG Advisors first reported a position in EWH in Q2 2013 and held it in 7 quarters. The position peaked at $106K in Q3 2013. 149 funds tracked by Wall St. Rank hold EWH as of Q1 2015.

  • WFG Advisors reported no remaining iShares MSCI Hong Kong ETF position as of Q1 2015 after selling out during the quarter.
  • WFG Advisors sold 130 iShares MSCI Hong Kong ETF shares in Q1 2015, an estimated $3K.
  • WFG Advisors first reported a position in iShares MSCI Hong Kong ETF in Q2 2013 and held it in 7 quarters.
  • WFG Advisors's iShares MSCI Hong Kong ETF position peaked at $106K in Q3 2013.
  • 149 funds tracked by Wall St. Rank held iShares MSCI Hong Kong ETF as of Q1 2015.

Based on WFG Advisors's 13F filing for Q1 2015, filed 12 May 2015.