EWM
EEB

Elite Wealth Management’s Invesco BRIC ETF EEB Stock Holding History

Elite Wealth Management’s Portfolio EEB Stock Details EEB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-530
Closed -$18K – 755
2013
Q4 		$18K Buy
+530
New +$18.9K 0.01% 289
2013
Q3 		– Sell
-127
Closed -$4K – 481
2013
Q2 		$4K Buy
+127
New +$4.26K 0.01% 262

Other funds holding EEB

TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
HFS
HL Financial Services Louisville, Kentucky $6.5B AUM 9.56% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
PA
Pinnacle Associates New York $7.78B AUM 45.07% 1-Year Est. Return

Elite Wealth Management's EEB Position: Q1 2014 in Review

Elite Wealth Management sold out of Invesco BRIC ETF (EEB) in Q1 2014, closing a stake of 530 shares — an estimated $18K sold.

Elite Wealth Management first reported a position in EEB in Q2 2013 and held it in 2 quarters. The position peaked at $18K in Q4 2013. 39 funds tracked by Wall St. Rank hold EEB as of Q1 2014.

  • Elite Wealth Management reported no remaining Invesco BRIC ETF position as of Q1 2014 after selling out during the quarter.
  • Elite Wealth Management sold 530 Invesco BRIC ETF shares in Q1 2014, an estimated $18K.
  • Elite Wealth Management first reported a position in Invesco BRIC ETF in Q2 2013 and held it in 2 quarters.
  • Elite Wealth Management's Invesco BRIC ETF position peaked at $18K in Q4 2013.
  • 39 funds tracked by Wall St. Rank held Invesco BRIC ETF as of Q1 2014.

Based on Elite Wealth Management's 13F filing for Q1 2014, filed 23 Nov 2016.