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

Whitener 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
2018
Q2 		– Sell
-200
Closed -$6K – 203
2018
Q1 		$6K Hold
200
– – ﹤0.01% 373
2017
Q4 		$7K Buy
+200
New +$6.99K 0.01% 351

Other funds holding EWU

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return

Whitener Capital Management's EWU Position: Q2 2018 in Review

Whitener Capital Management sold out of iShares MSCI United Kingdom ETF (EWU) in Q2 2018, closing a stake of 200 shares — an estimated $6K sold.

Whitener Capital Management first reported a position in EWU in Q4 2017 and held it in 2 quarters. The position peaked at $7K in Q4 2017. 188 funds tracked by Wall St. Rank hold EWU as of Q2 2018.

  • Whitener Capital Management reported no remaining iShares MSCI United Kingdom ETF position as of Q2 2018 after selling out during the quarter.
  • Whitener Capital Management sold 200 iShares MSCI United Kingdom ETF shares in Q2 2018, an estimated $6K.
  • Whitener Capital Management first reported a position in iShares MSCI United Kingdom ETF in Q4 2017 and held it in 2 quarters.
  • Whitener Capital Management's iShares MSCI United Kingdom ETF position peaked at $7K in Q4 2017.
  • 188 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q2 2018.

Based on Whitener Capital Management's 13F filing for Q2 2018, filed 8 Aug 2018.