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Elite Wealth Management’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Elite Wealth Management’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
Q4 		– Sell
-216
Closed -$9K – 167
2014
Q3 		$9K Hold
216
– – 0.01% 286
2014
Q2 		$9K Hold
216
– – 0.01% 232
2014
Q1 		$9K Hold
216
– – 0.01% 243
2013
Q4 		$9K Hold
216
– – 0.01% 369
2013
Q3 		$9K Hold
216
– – 0.01% 311
2013
Q2 		$8K Buy
+216
New +$8.96K 0.01% 222

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
OTPPB
Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $3.46B AUM 7.79% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
B
BP London, United Kingdom $17.7M AUM 12.34% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Elite Wealth Management's EEM Position: Q4 2014 in Review

Elite Wealth Management sold out of iShares MSCI Emerging Markets ETF (EEM) in Q4 2014, closing a stake of 216 shares — an estimated $9K sold.

Elite Wealth Management first reported a position in EEM in Q2 2013 and held it in 6 quarters. The position peaked at $9K in Q3 2014. 844 funds tracked by Wall St. Rank hold EEM as of Q4 2014.

  • Elite Wealth Management reported no remaining iShares MSCI Emerging Markets ETF position as of Q4 2014 after selling out during the quarter.
  • Elite Wealth Management sold 216 iShares MSCI Emerging Markets ETF shares in Q4 2014, an estimated $9K.
  • Elite Wealth Management first reported a position in iShares MSCI Emerging Markets ETF in Q2 2013 and held it in 6 quarters.
  • Elite Wealth Management's iShares MSCI Emerging Markets ETF position peaked at $9K in Q3 2014.
  • 844 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q4 2014.

Based on Elite Wealth Management's 13F filing for Q4 2014, filed 13 Oct 2016.