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Emerson Investment Management’s iShares MSCI Israel ETF EIS Stock Holding History

Emerson Investment Management’s Portfolio EIS Stock Details EIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-40
Closed -$2K – 154
2014
Q3 		$2K Buy
+40
New +$2.06K ﹤0.01% 200

Other funds holding EIS

AGA
Accuvest Global Advisors Provo, Utah $107M AUM 6.41% 1-Year Est. Return
HA
Hays Advisory Franklin, Tennessee $157M AUM 9.67% 1-Year Est. Return
CC
Curian Capital Denver, Colorado $1.35B AUM 0.33% 1-Year Est. Return
SAM
Shamrock Asset Management Dallas, Texas $128M AUM 2.65% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
FHA
First Horizon Advisors Memphis, Tennessee $3.85B AUM 16.99% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return

Emerson Investment Management's EIS Position: Q4 2014 in Review

Emerson Investment Management sold out of iShares MSCI Israel ETF (EIS) in Q4 2014, closing a stake of 40 shares — an estimated $2K sold.

Emerson Investment Management first reported a position in EIS in Q3 2014 and held it in 1 quarter. The position peaked at $2K in Q3 2014. 57 funds tracked by Wall St. Rank hold EIS as of Q4 2014.

  • Emerson Investment Management reported no remaining iShares MSCI Israel ETF position as of Q4 2014 after selling out during the quarter.
  • Emerson Investment Management sold 40 iShares MSCI Israel ETF shares in Q4 2014, an estimated $2K.
  • Emerson Investment Management first reported a position in iShares MSCI Israel ETF in Q3 2014 and held it in 1 quarter.
  • Emerson Investment Management's iShares MSCI Israel ETF position peaked at $2K in Q3 2014.
  • 57 funds tracked by Wall St. Rank held iShares MSCI Israel ETF as of Q4 2014.

Based on Emerson Investment Management's 13F filing for Q4 2014, filed 11 Feb 2015.