RNS
EMSO

Robert N. Shapiro’s EGSHARES EM STRATEGIC OPPORTUNITIES ETF EMSO Stock Holding History

Robert N. Shapiro’s Portfolio EMSO Stock Details EMSO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		$65K Buy
2,857
+326
+13% +$7.67K 0.01% 411
2014
Q3 		$60K Buy
2,531
+1,683
+198% +$41.3K 0.01% 455
2014
Q2 		$20K Hold
848
– – ﹤0.01% 589
2014
Q1 		$19K Hold
848
– – ﹤0.01% 586
2013
Q4 		$19K Buy
848
+524
+162% +$11.9K ﹤0.01% 591
2013
Q3 		$7K Buy
+324
New +$7.13K ﹤0.01% 893

Other funds holding EMSO

Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
BA
Boston Advisors Boston, Massachusetts $1.91B AUM 6.26% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Robert N. Shapiro's EMSO Position: Q4 2014 in Review

Robert N. Shapiro increased its EGSHARES EM STRATEGIC OPPORTUNITIES ETF (EMSO) stake by 13% in Q4 2014, buying an estimated $7.67K and bringing the position to 2,857 shares worth $65K. The position accounts for 0.01% of the portfolio, ranked #411.

Robert N. Shapiro first reported a position in EMSO in Q3 2013 and has held it in 6 quarters since. 10 funds tracked by Wall St. Rank hold EMSO as of Q4 2014.

  • Robert N. Shapiro held 2,857 shares of EGSHARES EM STRATEGIC OPPORTUNITIES ETF worth $65K as of Q4 2014.
  • Robert N. Shapiro bought 326 EGSHARES EM STRATEGIC OPPORTUNITIES ETF shares in Q4 2014, an estimated $7.67K.
  • EGSHARES EM STRATEGIC OPPORTUNITIES ETF made up 0.01% of Robert N. Shapiro's portfolio in Q4 2014, its #411 holding.
  • Robert N. Shapiro first reported a position in EGSHARES EM STRATEGIC OPPORTUNITIES ETF in Q3 2013 and has held it in 6 quarters since.
  • 10 funds tracked by Wall St. Rank held EGSHARES EM STRATEGIC OPPORTUNITIES ETF as of Q4 2014.

Based on Robert N. Shapiro's 13F filing for Q4 2014, filed 19 Feb 2015.