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

Peachtree 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
2018 Q4	$202K	Sell	5,181 -22,855	-82%	-$915K	0.16%	73
2018 Q3	$1.2M	Buy	28,036 +21,295	+316%	+$919K	0.82%	29
2018 Q2	$292K	Hold	6,741	–	–	0.21%	65
2018 Q1	$325K	Sell	6,741 -190	-3%	-$9.32K	0.24%	64
2017 Q4	$327K	Sell	6,931 -625	-8%	-$28.9K	0.25%	68
2017 Q3	$339K	Sell	7,556 -145	-2%	-$6.38K	0.29%	66
2017 Q2	$319K	Sell	7,701 -398	-5%	-$16.2K	0.27%	71
2017 Q1	$319K	Sell	8,099 -600	-7%	-$22.8K	0.29%	70
2016 Q4	$305K	Sell	8,699 -105	-1%	-$3.79K	0.3%	77
2016 Q3	$330K	Sell	8,804 -7,619	-46%	-$279K	0.32%	69
2016 Q2	$564K	Sell	16,423 -180	-1%	-$6.04K	0.57%	51
2016 Q1	$569K	Sell	16,603 -1,305	-7%	-$40.4K	0.57%	50
2015 Q4	$576K	Sell	17,908 -36,682	-67%	-$1.26M	0.6%	48
2015 Q3	$1.79M	Sell	54,590 -606	-1%	-$21.4K	1.86%	14
2015 Q2	$2.19M	Buy	55,196 +5,071	+10%	+$212K	1.63%	12
2015 Q1	$2.01M	Buy	50,125 +31,134	+164%	+$1.24M	1.44%	13
2014 Q4	$746K	Buy	18,991 +6,593	+53%	+$268K	0.5%	58
2014 Q3	$515K	Sell	12,398 -8,875	-42%	-$392K	0.34%	80
2014 Q2	$920K	Sell	21,273 -616	-3%	-$26.1K	0.61%	44
2014 Q1	$898K	Hold	21,889	–	–	0.61%	46
2013 Q4	$915K	Buy	+21,889	New	+$917K	0.62%	43

Other funds holding EEM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $30B AUM 26.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SLAM

Swiss Life Asset Management Zurich $20.4B AUM 28.71% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Peachtree Investment Advisors's EEM Position: Q4 2018 in Review

Peachtree Investment Advisors reduced its iShares MSCI Emerging Markets ETF (EEM) stake by 82% in Q4 2018, selling an estimated $915K and leaving 5,181 shares worth $202K. The position accounts for 0.16% of the portfolio, ranked #73.

Peachtree Investment Advisors first reported a position in EEM in Q4 2013 and has held it in 21 quarters since. The position peaked at $2.19M in Q2 2015. 1,191 funds tracked by Wall St. Rank hold EEM as of Q4 2018.

Peachtree Investment Advisors held 5,181 shares of iShares MSCI Emerging Markets ETF worth $202K as of Q4 2018.
Peachtree Investment Advisors sold 22,855 iShares MSCI Emerging Markets ETF shares in Q4 2018, an estimated $915K.
iShares MSCI Emerging Markets ETF made up 0.16% of Peachtree Investment Advisors's portfolio in Q4 2018, its #73 holding.
Peachtree Investment Advisors first reported a position in iShares MSCI Emerging Markets ETF in Q4 2013 and has held it in 21 quarters since.
Peachtree Investment Advisors's iShares MSCI Emerging Markets ETF position peaked at $2.19M in Q2 2015.
1,191 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q4 2018.

Based on Peachtree Investment Advisors's 13F filing for Q4 2018, filed 14 Jan 2019.