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Patten Group’s iShares MSCI All Country Asia ex Japan ETF AAXJ Stock Holding History

Patten Group’s Portfolio AAXJ Stock Details AAXJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-125
Closed -$7.88K – 600
2015
Q2 		$7.88K Buy
+125
New +$8.33K ﹤0.01% 463
2015
Q1 		– Sell
-125
Closed -$8K – 173
2014
Q4 		$8K Buy
+125
New +$7.68K ﹤0.01% 235

Other funds holding AAXJ

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
AG
AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Patten Group's AAXJ Position: Q3 2015 in Review

Patten Group sold out of iShares MSCI All Country Asia ex Japan ETF (AAXJ) in Q3 2015, closing a stake of 125 shares — an estimated $7.88K sold.

Patten Group first reported a position in AAXJ in Q4 2014 and held it in 2 quarters. The position peaked at $8K in Q4 2014. 141 funds tracked by Wall St. Rank hold AAXJ as of Q3 2015.

  • Patten Group reported no remaining iShares MSCI All Country Asia ex Japan ETF position as of Q3 2015 after selling out during the quarter.
  • Patten Group sold 125 iShares MSCI All Country Asia ex Japan ETF shares in Q3 2015, an estimated $7.88K.
  • Patten Group first reported a position in iShares MSCI All Country Asia ex Japan ETF in Q4 2014 and held it in 2 quarters.
  • Patten Group's iShares MSCI All Country Asia ex Japan ETF position peaked at $8K in Q4 2014.
  • 141 funds tracked by Wall St. Rank held iShares MSCI All Country Asia ex Japan ETF as of Q3 2015.

Based on Patten Group's 13F filing for Q3 2015, filed 16 Nov 2015.