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Winch Advisory Services’s iShares MSCI United Kingdom ETF EWU Stock Holding History

Winch Advisory Services’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
2015
Q3 		– Sell
-36
Closed -$1K – 247
2015
Q2 		$1K Hold
36
– – ﹤0.01% 270
2015
Q1 		$1K Buy
+36
New +$1.32K ﹤0.01% 296

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State of New Jersey Common Pension Fund D
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Goldman Sachs
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BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Winch Advisory Services's EWU Position: Q3 2015 in Review

Winch Advisory Services sold out of iShares MSCI United Kingdom ETF (EWU) in Q3 2015, closing a stake of 36 shares — an estimated $1K sold.

Winch Advisory Services first reported a position in EWU in Q1 2015 and held it in 2 quarters. The position peaked at $1K in Q2 2015. 160 funds tracked by Wall St. Rank hold EWU as of Q3 2015.

  • Winch Advisory Services reported no remaining iShares MSCI United Kingdom ETF position as of Q3 2015 after selling out during the quarter.
  • Winch Advisory Services sold 36 iShares MSCI United Kingdom ETF shares in Q3 2015, an estimated $1K.
  • Winch Advisory Services first reported a position in iShares MSCI United Kingdom ETF in Q1 2015 and held it in 2 quarters.
  • Winch Advisory Services's iShares MSCI United Kingdom ETF position peaked at $1K in Q2 2015.
  • 160 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q3 2015.

Based on Winch Advisory Services's 13F filing for Q3 2015, filed 13 Nov 2015.