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MYCIO Wealth Partners’s iShares MSCI Philippines ETF EPHE Stock Holding History

MYCIO Wealth Partners’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
-473
Closed -$18K – 349
2016
Q3 		$18K Hold
473
– – ﹤0.01% 486
2016
Q2 		$19K Hold
473
– – ﹤0.01% 468
2016
Q1 		$17K Hold
473
– – ﹤0.01% 454
2015
Q4 		$16K Buy
+473
New +$16.5K ﹤0.01% 469
2015
Q3 		– Sell
-447
Closed -$17K – 910
2015
Q2 		$17K Hold
447
– – ﹤0.01% 457
2015
Q1 		$19K Buy
+447
New +$18.3K ﹤0.01% 410

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

MYCIO Wealth Partners's EPHE Position: Q4 2016 in Review

MYCIO Wealth Partners sold out of iShares MSCI Philippines ETF (EPHE) in Q4 2016, closing a stake of 473 shares — an estimated $18K sold.

MYCIO Wealth Partners first reported a position in EPHE in Q1 2015 and held it in 6 quarters. The position peaked at $19K in Q2 2016. 56 funds tracked by Wall St. Rank hold EPHE as of Q4 2016.

  • MYCIO Wealth Partners reported no remaining iShares MSCI Philippines ETF position as of Q4 2016 after selling out during the quarter.
  • MYCIO Wealth Partners sold 473 iShares MSCI Philippines ETF shares in Q4 2016, an estimated $18K.
  • MYCIO Wealth Partners first reported a position in iShares MSCI Philippines ETF in Q1 2015 and held it in 6 quarters.
  • MYCIO Wealth Partners's iShares MSCI Philippines ETF position peaked at $19K in Q2 2016.
  • 56 funds tracked by Wall St. Rank held iShares MSCI Philippines ETF as of Q4 2016.

Based on MYCIO Wealth Partners's 13F filing for Q4 2016, filed 1 Feb 2017.