Winch Advisory Services’s iShare MSCI Eurozone ETF EZU Stock Holding History

Winch Advisory Services’s Portfolio EZU Stock Details EZU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-172	Closed	-$6K	–	379
2018 Q4	$6K	Sell	172 -137,030	-100%	-$5.12M	﹤0.01%	216
2018 Q3	$5.63M	Sell	137,202 -6,470	-5%	-$268K	2.83%	8
2018 Q2	$5.89M	Sell	143,672 -8,156	-5%	-$356K	3.18%	6
2018 Q1	$6.58M	Buy	151,828 +146,964	+3,021%	+$6.54M	3.86%	5
2017 Q4	$211K	Buy	+4,864	New	+$211K	0.13%	61

Other funds holding EZU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

PAG

Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Winch Advisory Services's EZU Position: Q1 2019 in Review

Winch Advisory Services sold out of iShare MSCI Eurozone ETF (EZU) in Q1 2019, closing a stake of 172 shares — an estimated $6K sold.

Winch Advisory Services first reported a position in EZU in Q4 2017 and held it in 5 quarters. The position peaked at $6.58M in Q1 2018. 209 funds tracked by Wall St. Rank hold EZU as of Q1 2019.

Winch Advisory Services reported no remaining iShare MSCI Eurozone ETF position as of Q1 2019 after selling out during the quarter.
Winch Advisory Services sold 172 iShare MSCI Eurozone ETF shares in Q1 2019, an estimated $6K.
Winch Advisory Services first reported a position in iShare MSCI Eurozone ETF in Q4 2017 and held it in 5 quarters.
Winch Advisory Services's iShare MSCI Eurozone ETF position peaked at $6.58M in Q1 2018.
209 funds tracked by Wall St. Rank held iShare MSCI Eurozone ETF as of Q1 2019.

Based on Winch Advisory Services's 13F filing for Q1 2019, filed 13 May 2019.