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East Coast Asset Management’s iShares Global Industrials ETF EXI Stock Holding History

East Coast Asset Management’s Portfolio EXI Stock Details EXI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-450
Closed -$26K – 185
2013
Q2 		$26K Buy
+450
New +$27.1K 0.01% 279

Other funds holding EXI

Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
PWAG
Polaris Wealth Advisory Group San Rafael, California $1.31B AUM 17.95% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

East Coast Asset Management's EXI Position: Q3 2013 in Review

East Coast Asset Management sold out of iShares Global Industrials ETF (EXI) in Q3 2013, closing a stake of 450 shares — an estimated $26K sold.

East Coast Asset Management first reported a position in EXI in Q2 2013 and held it in 1 quarter. The position peaked at $26K in Q2 2013. 38 funds tracked by Wall St. Rank hold EXI as of Q3 2013.

  • East Coast Asset Management reported no remaining iShares Global Industrials ETF position as of Q3 2013 after selling out during the quarter.
  • East Coast Asset Management sold 450 iShares Global Industrials ETF shares in Q3 2013, an estimated $26K.
  • East Coast Asset Management first reported a position in iShares Global Industrials ETF in Q2 2013 and held it in 1 quarter.
  • East Coast Asset Management's iShares Global Industrials ETF position peaked at $26K in Q2 2013.
  • 38 funds tracked by Wall St. Rank held iShares Global Industrials ETF as of Q3 2013.

Based on East Coast Asset Management's 13F filing for Q3 2013, filed 14 Nov 2013.