IPC
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Independent Portfolio Consultants’s iShares MSCI Chile ETF ECH Stock Holding History

Independent Portfolio Consultants’s Portfolio ECH Stock Details ECH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		$73K Sell
1,750
-190
-10% -$8.24K 0.03% 457
2017
Q1 		$85K Sell
1,940
-705
-27% -$28.5K 0.03% 479
2016
Q4 		$99K Buy
+2,645
New +$101K 0.03% 447
2015
Q3 		– Sell
-5,890
Closed -$225K – 805
2015
Q2 		$225K Buy
+5,890
New +$244K 0.05% 347
2014
Q4 		– Sell
-360
Closed -$15K – 808
2014
Q3 		$15K Hold
360
– – ﹤0.01% 717
2014
Q2 		$16K Buy
+360
New +$16.7K ﹤0.01% 792

Other funds holding ECH

State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.95B AUM 25.05% 1-Year Est. Return
H
Hexavest Montreal, Quebec, Canada $1.64B AUM 28.34% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return

Independent Portfolio Consultants's ECH Position: Q2 2017 in Review

Independent Portfolio Consultants reduced its iShares MSCI Chile ETF (ECH) stake by 9.8% in Q2 2017, selling an estimated $8.24K and leaving 1,750 shares worth $73K. The position accounts for 0.03% of the portfolio, ranked #457.

Independent Portfolio Consultants first reported a position in ECH in Q2 2014 and has held it in 6 quarters since. The position peaked at $225K in Q2 2015. 79 funds tracked by Wall St. Rank hold ECH as of Q2 2017.

  • Independent Portfolio Consultants held 1,750 shares of iShares MSCI Chile ETF worth $73K as of Q2 2017.
  • Independent Portfolio Consultants sold 190 iShares MSCI Chile ETF shares in Q2 2017, an estimated $8.24K.
  • iShares MSCI Chile ETF made up 0.03% of Independent Portfolio Consultants's portfolio in Q2 2017, its #457 holding.
  • Independent Portfolio Consultants first reported a position in iShares MSCI Chile ETF in Q2 2014 and has held it in 6 quarters since.
  • Independent Portfolio Consultants's iShares MSCI Chile ETF position peaked at $225K in Q2 2015.
  • 79 funds tracked by Wall St. Rank held iShares MSCI Chile ETF as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.