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Edgemoor Investment Advisors’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Edgemoor Investment Advisors’s Portfolio EEM Stock Details EEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-10,367
Closed -$433K – 128
2013
Q4 		$433K Hold
10,367
– – 0.07% 105
2013
Q3 		$423K Hold
10,367
– – 0.07% 105
2013
Q2 		$399K Buy
+10,367
New +$430K 0.07% 112

Other funds holding EEM

BA
Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
B
BP London, United Kingdom $17.7M AUM 12.34% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Edgemoor Investment Advisors's EEM Position: Q1 2014 in Review

Edgemoor Investment Advisors sold out of iShares MSCI Emerging Markets ETF (EEM) in Q1 2014, closing a stake of 10,367 shares — an estimated $433K sold.

Edgemoor Investment Advisors first reported a position in EEM in Q2 2013 and held it in 3 quarters. The position peaked at $433K in Q4 2013. 809 funds tracked by Wall St. Rank hold EEM as of Q1 2014.

  • Edgemoor Investment Advisors reported no remaining iShares MSCI Emerging Markets ETF position as of Q1 2014 after selling out during the quarter.
  • Edgemoor Investment Advisors sold 10,367 iShares MSCI Emerging Markets ETF shares in Q1 2014, an estimated $433K.
  • Edgemoor Investment Advisors first reported a position in iShares MSCI Emerging Markets ETF in Q2 2013 and held it in 3 quarters.
  • Edgemoor Investment Advisors's iShares MSCI Emerging Markets ETF position peaked at $433K in Q4 2013.
  • 809 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q1 2014.

Based on Edgemoor Investment Advisors's 13F filing for Q1 2014, filed 9 May 2014.