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Mountain Capital Investment Advisors’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Mountain Capital Investment Advisors’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
2017
Q4 		– Sell
-190
Closed -$9K – 141
2017
Q3 		$9K Hold
190
– – 0.01% 285
2017
Q2 		$8K Buy
+190
New +$7.73K 0.01% 319

Other funds holding EEM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $30B AUM 26.86% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
MCM
MKP Capital Management New York $3.04B AUM 20.46% 1-Year Est. Return

Mountain Capital Investment Advisors's EEM Position: Q4 2017 in Review

Mountain Capital Investment Advisors sold out of iShares MSCI Emerging Markets ETF (EEM) in Q4 2017, closing a stake of 190 shares — an estimated $9K sold.

Mountain Capital Investment Advisors first reported a position in EEM in Q2 2017 and held it in 2 quarters. The position peaked at $9K in Q3 2017. 1,118 funds tracked by Wall St. Rank hold EEM as of Q4 2017.

  • Mountain Capital Investment Advisors reported no remaining iShares MSCI Emerging Markets ETF position as of Q4 2017 after selling out during the quarter.
  • Mountain Capital Investment Advisors sold 190 iShares MSCI Emerging Markets ETF shares in Q4 2017, an estimated $9K.
  • Mountain Capital Investment Advisors first reported a position in iShares MSCI Emerging Markets ETF in Q2 2017 and held it in 2 quarters.
  • Mountain Capital Investment Advisors's iShares MSCI Emerging Markets ETF position peaked at $9K in Q3 2017.
  • 1,118 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q4 2017.

Based on Mountain Capital Investment Advisors's 13F filing for Q4 2017, filed 9 Feb 2018.