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Lynch & Associates’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Lynch & Associates’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
2014
Q1 		– Sell
-18,915
Closed -$791K – 97
2013
Q4 		$791K Sell
18,915
-10
-0.1% -$419 0.47% 56
2013
Q3 		$771K Buy
18,925
+1,990
+12% +$78.8K 0.51% 50
2013
Q2 		$652K Buy
+16,935
New +$703K 0.45% 56

Other funds holding EEM

BA
Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
B
BP London, United Kingdom $17.7M AUM 12.34% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Lynch & Associates's EEM Position: Q1 2014 in Review

Lynch & Associates sold out of iShares MSCI Emerging Markets ETF (EEM) in Q1 2014, closing a stake of 18,915 shares — an estimated $791K sold.

Lynch & Associates first reported a position in EEM in Q2 2013 and held it in 3 quarters. The position peaked at $791K in Q4 2013. 809 funds tracked by Wall St. Rank hold EEM as of Q1 2014.

  • Lynch & Associates reported no remaining iShares MSCI Emerging Markets ETF position as of Q1 2014 after selling out during the quarter.
  • Lynch & Associates sold 18,915 iShares MSCI Emerging Markets ETF shares in Q1 2014, an estimated $791K.
  • Lynch & Associates first reported a position in iShares MSCI Emerging Markets ETF in Q2 2013 and held it in 3 quarters.
  • Lynch & Associates's iShares MSCI Emerging Markets ETF position peaked at $791K in Q4 2013.
  • 809 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q1 2014.

Based on Lynch & Associates's 13F filing for Q1 2014, filed 15 Apr 2014.