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Fusion Investment Group’s iShares MSCI Pacific ex Japan ETF EPP Stock Holding History

Fusion Investment Group’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
2014
Q4 		– Sell
-345
Closed -$16K – 133
2014
Q3 		$16K Sell
345
-15
-4% -$751 0.01% 150
2014
Q2 		$18K Sell
360
-5,653
-94% -$280K 0.02% 165
2014
Q1 		$284K Sell
6,013
-227
-4% -$10.5K 0.29% 55
2013
Q4 		$292K Buy
+6,240
New +$301K 0.22% 98

Other funds holding EPP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
ACM
Americafirst Capital Management Roseville, California $74M AUM 13.49% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

Fusion Investment Group's EPP Position: Q4 2014 in Review

Fusion Investment Group sold out of iShares MSCI Pacific ex Japan ETF (EPP) in Q4 2014, closing a stake of 345 shares — an estimated $16K sold.

Fusion Investment Group first reported a position in EPP in Q4 2013 and held it in 4 quarters. The position peaked at $292K in Q4 2013. 228 funds tracked by Wall St. Rank hold EPP as of Q4 2014.

  • Fusion Investment Group reported no remaining iShares MSCI Pacific ex Japan ETF position as of Q4 2014 after selling out during the quarter.
  • Fusion Investment Group sold 345 iShares MSCI Pacific ex Japan ETF shares in Q4 2014, an estimated $16K.
  • Fusion Investment Group first reported a position in iShares MSCI Pacific ex Japan ETF in Q4 2013 and held it in 4 quarters.
  • Fusion Investment Group's iShares MSCI Pacific ex Japan ETF position peaked at $292K in Q4 2013.
  • 228 funds tracked by Wall St. Rank held iShares MSCI Pacific ex Japan ETF as of Q4 2014.

Based on Fusion Investment Group's 13F filing for Q4 2014, filed 9 Feb 2015.