First Trust Advisors
EPP icon

First Trust Advisors’s iShares MSCI Pacific ex Japan ETF EPP Stock Holding History

First Trust Advisors’s Portfolio EPP Stock Details EPP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-5,940
Closed -$251K – 2447
2016
Q3 		$251K Buy
+5,940
New +$245K ﹤0.01% 2182

Other funds holding EPP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $33.9B AUM 25.88% 1-Year Est. Return
BJ
BlackRock Japan Tokyo, Japan $30.3B AUM 13.85% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 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
MB
Mizuho Bank Tokyo, Japan $369M AUM 53.09% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return

First Trust Advisors's EPP Position: Q4 2016 in Review

First Trust Advisors sold out of iShares MSCI Pacific ex Japan ETF (EPP) in Q4 2016, closing a stake of 5,940 shares — an estimated $251K sold.

First Trust Advisors first reported a position in EPP in Q3 2016 and held it in 1 quarter. The position peaked at $251K in Q3 2016. 216 funds tracked by Wall St. Rank hold EPP as of Q4 2016.

  • First Trust Advisors reported no remaining iShares MSCI Pacific ex Japan ETF position as of Q4 2016 after selling out during the quarter.
  • First Trust Advisors sold 5,940 iShares MSCI Pacific ex Japan ETF shares in Q4 2016, an estimated $251K.
  • First Trust Advisors first reported a position in iShares MSCI Pacific ex Japan ETF in Q3 2016 and held it in 1 quarter.
  • First Trust Advisors's iShares MSCI Pacific ex Japan ETF position peaked at $251K in Q3 2016.
  • 216 funds tracked by Wall St. Rank held iShares MSCI Pacific ex Japan ETF as of Q4 2016.

Based on First Trust Advisors's 13F filing for Q4 2016, filed 6 Feb 2017.