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Independent Portfolio Consultants’s iShares MSCI Philippines ETF EPHE Stock Holding History

Independent Portfolio Consultants’s Portfolio EPHE Stock Details EPHE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-445
Closed -$17K – 827
2016
Q3 		$17K Hold
445
– – 0.01% 638
2016
Q2 		$17K Buy
+445
New +$16.5K 0.01% 657
2015
Q4 		– Sell
-390
Closed -$13K – 771
2015
Q3 		$13K Sell
390
-8,270
-95% -$302K ﹤0.01% 703
2015
Q2 		$333K Sell
8,660
-27,980
-76% -$1.14M 0.07% 303
2015
Q1 		$1.52M Buy
36,640
+27,015
+281% +$1.11M 0.31% 113
2014
Q4 		$368K Sell
9,625
-11,845
-55% -$451K 0.07% 287
2014
Q3 		$817K Sell
21,470
-16,160
-43% -$614K 0.22% 119
2014
Q2 		$1.39M Sell
37,630
-995
-3% -$36.1K 0.39% 50
2014
Q1 		$1.32M Buy
+38,625
New +$1.25M 0.42% 50

Other funds holding EPHE

State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FMLI
Fukoku Mutual Life Insurance Tokyo, Japan $1.53B AUM 29.94% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $891M AUM 30.4% 1-Year Est. Return

Independent Portfolio Consultants's EPHE Position: Q4 2016 in Review

Independent Portfolio Consultants sold out of iShares MSCI Philippines ETF (EPHE) in Q4 2016, closing a stake of 445 shares — an estimated $17K sold.

Independent Portfolio Consultants first reported a position in EPHE in Q1 2014 and held it in 9 quarters. The position peaked at $1.52M in Q1 2015. 56 funds tracked by Wall St. Rank hold EPHE as of Q4 2016.

  • Independent Portfolio Consultants reported no remaining iShares MSCI Philippines ETF position as of Q4 2016 after selling out during the quarter.
  • Independent Portfolio Consultants sold 445 iShares MSCI Philippines ETF shares in Q4 2016, an estimated $17K.
  • Independent Portfolio Consultants first reported a position in iShares MSCI Philippines ETF in Q1 2014 and held it in 9 quarters.
  • Independent Portfolio Consultants's iShares MSCI Philippines ETF position peaked at $1.52M in Q1 2015.
  • 56 funds tracked by Wall St. Rank held iShares MSCI Philippines ETF as of Q4 2016.

Based on Independent Portfolio Consultants's 13F filing for Q4 2016, filed 12 Jan 2017.