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Atlas Capital Advisors’s iShares MSCI Philippines ETF EPHE Stock Holding History

Atlas Capital Advisors’s Portfolio EPHE Stock Details EPHE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-1,462
Closed -$33.7K – 689
2020
Q1 		$33.7K Sell
1,462
-664
-31% -$19.6K 0.01% 476
2019
Q4 		$73K Hold
2,126
– – 0.02% 427
2019
Q3 		$71.1K Hold
2,126
– – 0.02% 426
2019
Q2 		$75.7K Buy
+2,126
New +$73.4K 0.02% 429

Other funds holding EPHE

State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
MGWM
Marks Group Wealth Management Minnetonka, Minnesota $1.04B AUM 8.96% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

Atlas Capital Advisors's EPHE Position: Q2 2020 in Review

Atlas Capital Advisors sold out of iShares MSCI Philippines ETF (EPHE) in Q2 2020, closing a stake of 1,462 shares — an estimated $33.7K sold.

Atlas Capital Advisors first reported a position in EPHE in Q2 2019 and held it in 4 quarters. The position peaked at $75.7K in Q2 2019. 45 funds tracked by Wall St. Rank hold EPHE as of Q2 2020.

  • Atlas Capital Advisors reported no remaining iShares MSCI Philippines ETF position as of Q2 2020 after selling out during the quarter.
  • Atlas Capital Advisors sold 1,462 iShares MSCI Philippines ETF shares in Q2 2020, an estimated $33.7K.
  • Atlas Capital Advisors first reported a position in iShares MSCI Philippines ETF in Q2 2019 and held it in 4 quarters.
  • Atlas Capital Advisors's iShares MSCI Philippines ETF position peaked at $75.7K in Q2 2019.
  • 45 funds tracked by Wall St. Rank held iShares MSCI Philippines ETF as of Q2 2020.

Based on Atlas Capital Advisors's 13F filing for Q2 2020, filed 28 Jul 2020.