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Marino Stram & Associates’s iShares MSCI Pacific ex Japan ETF EPP Stock Holding History

Marino Stram & Associates’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
2018
Q4 		– Sell
-213
Closed -$10K – 633
2018
Q3 		$10K Hold
213
– – 0.01% 301
2018
Q2 		$10K Buy
213
+4
+2% +$189 0.01% 301
2018
Q1 		$10K Hold
209
– – 0.01% 310
2017
Q4 		$10K Buy
+209
New +$9.87K 0.01% 313

Other funds holding EPP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Marino Stram & Associates's EPP Position: Q4 2018 in Review

Marino Stram & Associates sold out of iShares MSCI Pacific ex Japan ETF (EPP) in Q4 2018, closing a stake of 213 shares — an estimated $10K sold.

Marino Stram & Associates first reported a position in EPP in Q4 2017 and held it in 4 quarters. The position peaked at $10K in Q3 2018. 224 funds tracked by Wall St. Rank hold EPP as of Q4 2018.

  • Marino Stram & Associates reported no remaining iShares MSCI Pacific ex Japan ETF position as of Q4 2018 after selling out during the quarter.
  • Marino Stram & Associates sold 213 iShares MSCI Pacific ex Japan ETF shares in Q4 2018, an estimated $10K.
  • Marino Stram & Associates first reported a position in iShares MSCI Pacific ex Japan ETF in Q4 2017 and held it in 4 quarters.
  • Marino Stram & Associates's iShares MSCI Pacific ex Japan ETF position peaked at $10K in Q3 2018.
  • 224 funds tracked by Wall St. Rank held iShares MSCI Pacific ex Japan ETF as of Q4 2018.

Based on Marino Stram & Associates's 13F filing for Q4 2018, filed 14 Feb 2019.