Patriot Wealth Management’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Patriot Wealth Management’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
2018 Q1	–	Sell	-4,823	Closed	-$227K	–	84
2017 Q4	$227K	Buy	+4,823	New	+$223K	0.03%	84
2016 Q3	–	Sell	-550,028	Closed	-$18.9M	–	69
2016 Q2	$18.9M	Buy	550,028 +20,448	+4%	+$687K	3.73%	4
2016 Q1	$18.1M	Buy	529,580 +16,487	+3%	+$511K	3.66%	4
2015 Q4	$16.5M	Buy	+513,093	New	+$17.6M	3.42%	4
2014 Q1	–	Sell	-15,305	Closed	-$640K	–	59
2013 Q4	$640K	Sell	15,305 -5,578	-27%	-$234K	0.18%	56
2013 Q3	$851K	Buy	+20,883	New	+$827K	0.25%	53
2013 Q2	–	Hold	0	–	–	–	2

Other funds holding EEM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Patriot Wealth Management's EEM Position: Q1 2018 in Review

Patriot Wealth Management sold out of iShares MSCI Emerging Markets ETF (EEM) in Q1 2018, closing a stake of 4,823 shares — an estimated $227K sold.

Patriot Wealth Management first reported a position in EEM in Q3 2013 and held it in 6 quarters. The position peaked at $18.9M in Q2 2016. 1,143 funds tracked by Wall St. Rank hold EEM as of Q1 2018.

Patriot Wealth Management reported no remaining iShares MSCI Emerging Markets ETF position as of Q1 2018 after selling out during the quarter.
Patriot Wealth Management sold 4,823 iShares MSCI Emerging Markets ETF shares in Q1 2018, an estimated $227K.
Patriot Wealth Management first reported a position in iShares MSCI Emerging Markets ETF in Q3 2013 and held it in 6 quarters.
Patriot Wealth Management's iShares MSCI Emerging Markets ETF position peaked at $18.9M in Q2 2016.
1,143 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q1 2018.

Based on Patriot Wealth Management's 13F filing for Q1 2018, filed 19 Apr 2018.