FinTrust Investment Advisory Services’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

FinTrust Investment Advisory Services’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
2018 Q1	$725K	Sell	15,026 -820	-5%	-$40.2K	0.66%	30
2017 Q4	$747K	Sell	15,846 -1,100	-6%	-$50.9K	0.66%	30
2017 Q3	$759K	Buy	+16,946	New	+$746K	0.73%	28
2013 Q3	$330K	Buy	8,104 +380	+5%	+$15K	0.68%	35
2013 Q2	$297K	Buy	+7,724	New	+$321K	0.51%	48

Other funds holding EEM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

FinTrust Investment Advisory Services's EEM Position: Q1 2018 in Review

FinTrust Investment Advisory Services reduced its iShares MSCI Emerging Markets ETF (EEM) stake by 5.2% in Q1 2018, selling an estimated $40.2K and leaving 15,026 shares worth $725K. The position accounts for 0.66% of the portfolio, ranked #30.

FinTrust Investment Advisory Services first reported a position in EEM in Q2 2013 and has held it in 5 quarters since. The position peaked at $759K in Q3 2017. 1,144 funds tracked by Wall St. Rank hold EEM as of Q1 2018.

FinTrust Investment Advisory Services held 15,026 shares of iShares MSCI Emerging Markets ETF worth $725K as of Q1 2018.
FinTrust Investment Advisory Services sold 820 iShares MSCI Emerging Markets ETF shares in Q1 2018, an estimated $40.2K.
iShares MSCI Emerging Markets ETF made up 0.66% of FinTrust Investment Advisory Services's portfolio in Q1 2018, its #30 holding.
FinTrust Investment Advisory Services first reported a position in iShares MSCI Emerging Markets ETF in Q2 2013 and has held it in 5 quarters since.
FinTrust Investment Advisory Services's iShares MSCI Emerging Markets ETF position peaked at $759K in Q3 2017.
1,144 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q1 2018.

Based on FinTrust Investment Advisory Services's 13F filing for Q1 2018, filed 20 Apr 2018.