SIG
EPP icon

Stanford Investment Group’s iShares MSCI Pacific ex Japan ETF EPP Stock Holding History

Stanford Investment Group’s Portfolio EPP Stock Details EPP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-2,060
Closed -$82K – 87
2016
Q4 		$82K Hold
2,060
– – 0.04% 104
2016
Q3 		$87K Hold
2,060
– – 0.04% 99
2016
Q2 		$81K Buy
2,060
+1,045
+103% +$40.9K 0.04% 103
2016
Q1 		$40K Buy
+1,015
New +$36.8K 0.02% 163

Other funds holding EPP

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
QIM
Quantitative Investment Management Charlottesville, Virginia $917M AUM 3.96% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
MB
Mizuho Bank Tokyo, Japan $467M AUM 24.01% 1-Year Est. Return

Stanford Investment Group's EPP Position: Q1 2017 in Review

Stanford Investment Group sold out of iShares MSCI Pacific ex Japan ETF (EPP) in Q1 2017, closing a stake of 2,060 shares — an estimated $82K sold.

Stanford Investment Group first reported a position in EPP in Q1 2016 and held it in 4 quarters. The position peaked at $87K in Q3 2016. 206 funds tracked by Wall St. Rank hold EPP as of Q1 2017.

  • Stanford Investment Group reported no remaining iShares MSCI Pacific ex Japan ETF position as of Q1 2017 after selling out during the quarter.
  • Stanford Investment Group sold 2,060 iShares MSCI Pacific ex Japan ETF shares in Q1 2017, an estimated $82K.
  • Stanford Investment Group first reported a position in iShares MSCI Pacific ex Japan ETF in Q1 2016 and held it in 4 quarters.
  • Stanford Investment Group's iShares MSCI Pacific ex Japan ETF position peaked at $87K in Q3 2016.
  • 206 funds tracked by Wall St. Rank held iShares MSCI Pacific ex Japan ETF as of Q1 2017.

Based on Stanford Investment Group's 13F filing for Q1 2017.