SevenBridge Financial Group’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

SevenBridge Financial Group’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
2019 Q3	–	Sell	-440	Closed	-$19K	–	255
2019 Q2	$19K	Buy	440 +315	+252%	+$13.4K	0.01%	389
2019 Q1	$5K	Sell	125 -100	-44%	-$4.21K	﹤0.01%	482
2018 Q4	$9K	Hold	225	–	–	0.01%	381
2018 Q3	$10K	Sell	225 -400	-64%	-$17.3K	0.01%	415
2018 Q2	$27K	Hold	625	–	–	0.02%	308
2018 Q1	$30K	Hold	625	–	–	0.02%	307
2017 Q4	$29K	Hold	625	–	–	0.02%	325
2017 Q3	$28K	Hold	625	–	–	0.02%	328
2017 Q2	$26K	Buy	625 +175	+39%	+$7.12K	0.02%	353
2017 Q1	$18K	Hold	450	–	–	0.01%	382
2016 Q4	$17K	Hold	450	–	–	0.01%	387
2016 Q3	$17K	Hold	450	–	–	0.01%	383
2016 Q2	$15K	Buy	+450	New	+$15.1K	0.01%	452

Other funds holding EEM

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

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

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

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

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

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

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

Bridgewater Associates Westport, Connecticut $24.4B AUM 40.93% 1-Year Est. Return

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

SevenBridge Financial Group's EEM Position: Q3 2019 in Review

SevenBridge Financial Group sold out of iShares MSCI Emerging Markets ETF (EEM) in Q3 2019, closing a stake of 440 shares — an estimated $19K sold.

SevenBridge Financial Group first reported a position in EEM in Q2 2016 and held it in 13 quarters. The position peaked at $30K in Q1 2018. 1,154 funds tracked by Wall St. Rank hold EEM as of Q3 2019.

SevenBridge Financial Group reported no remaining iShares MSCI Emerging Markets ETF position as of Q3 2019 after selling out during the quarter.
SevenBridge Financial Group sold 440 iShares MSCI Emerging Markets ETF shares in Q3 2019, an estimated $19K.
SevenBridge Financial Group first reported a position in iShares MSCI Emerging Markets ETF in Q2 2016 and held it in 13 quarters.
SevenBridge Financial Group's iShares MSCI Emerging Markets ETF position peaked at $30K in Q1 2018.
1,154 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q3 2019.

Based on SevenBridge Financial Group's 13F filing for Q3 2019, filed 9 Oct 2019.