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Everest Capital’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Everest Capital’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
2015
Q1 		– Sell
-3,450,000
Closed -$136M – 21
2014
Q4 		$136M Buy
+3,450,000
New +$140M 20.87% 1
2013
Q3 		– Sell
-8,143,000
Closed -$314M – 43
2013
Q2 		$314M Buy
+8,143,000
New +$338M 46.3% 1

Other funds holding EEM

BA
Bridgewater Associates Westport, Connecticut $24.4B AUM 40.93% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
OTPPB
Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $15.8B AUM 1.29% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Everest Capital's EEM Position: Q1 2014 in Review

Everest Capital sold out of iShares MSCI Emerging Markets ETF (EEM) in Q1 2014, closing a stake of 922,400 shares — an estimated $38.6M sold.

Everest Capital first reported a position in EEM in Q4 2013 and held it in 1 quarter. The position peaked at $38.6M in Q4 2013. 810 funds tracked by Wall St. Rank hold EEM as of Q1 2014.

  • Everest Capital reported no remaining iShares MSCI Emerging Markets ETF position as of Q1 2014 after selling out during the quarter.
  • Everest Capital sold 922,400 iShares MSCI Emerging Markets ETF shares in Q1 2014, an estimated $38.6M.
  • Everest Capital first reported a position in iShares MSCI Emerging Markets ETF in Q4 2013 and held it in 1 quarter.
  • Everest Capital's iShares MSCI Emerging Markets ETF position peaked at $38.6M in Q4 2013.
  • 810 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q1 2014.

Based on Everest Capital's 13F filing for Q1 2014, filed 15 May 2014.