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Echo Point Investment Management’s iShares Global Industrials ETF EXI Stock Holding History

Echo Point Investment 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 		$2K Hold
23
– – 0.01% 13
2013
Q2 		$1K Buy
+23
New +$1.39K ﹤0.01% 20

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

Echo Point Investment Management's EXI Position: Q3 2013 in Review

Echo Point Investment Management held its iShares Global Industrials ETF (EXI) position steady in Q3 2013 at 23 shares worth $2K. The position accounts for 0.01% of the portfolio, ranked #13.

Echo Point Investment Management first reported a position in EXI in Q2 2013 and has held it in 2 quarters since. 38 funds tracked by Wall St. Rank hold EXI as of Q3 2013.

  • Echo Point Investment Management held 23 shares of iShares Global Industrials ETF worth $2K as of Q3 2013.
  • Echo Point Investment Management left its iShares Global Industrials ETF share count unchanged in Q3 2013.
  • iShares Global Industrials ETF made up 0.01% of Echo Point Investment Management's portfolio in Q3 2013, its #13 holding.
  • Echo Point Investment Management first reported a position in iShares Global Industrials ETF in Q2 2013 and has held it in 2 quarters since.
  • 38 funds tracked by Wall St. Rank held iShares Global Industrials ETF as of Q3 2013.

Based on Echo Point Investment Management's 13F filing for Q3 2013, filed 5 Nov 2013.