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Sterneck Capital Management’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Sterneck Capital Management’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 		– Sell
-6,928
Closed -$297K – 81
2018
Q3 		$297K Buy
6,928
+31
+0.4% +$1.34K 0.21% 77
2018
Q2 		$299K Buy
6,897
+259
+4% +$12K 0.21% 80
2018
Q1 		$320K Buy
6,638
+11
+0.2% +$539 0.19% 90
2017
Q4 		$312K Buy
+6,627
New +$307K 0.19% 87

Other funds holding EEM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $30B AUM 26.86% 1-Year Est. Return
UBS Group
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
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Sterneck Capital Management's EEM Position: Q4 2018 in Review

Sterneck Capital Management sold out of iShares MSCI Emerging Markets ETF (EEM) in Q4 2018, closing a stake of 6,928 shares — an estimated $297K sold.

Sterneck Capital Management first reported a position in EEM in Q4 2017 and held it in 4 quarters. The position peaked at $320K in Q1 2018. 1,191 funds tracked by Wall St. Rank hold EEM as of Q4 2018.

  • Sterneck Capital Management reported no remaining iShares MSCI Emerging Markets ETF position as of Q4 2018 after selling out during the quarter.
  • Sterneck Capital Management sold 6,928 iShares MSCI Emerging Markets ETF shares in Q4 2018, an estimated $297K.
  • Sterneck Capital Management first reported a position in iShares MSCI Emerging Markets ETF in Q4 2017 and held it in 4 quarters.
  • Sterneck Capital Management's iShares MSCI Emerging Markets ETF position peaked at $320K in Q1 2018.
  • 1,191 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q4 2018.

Based on Sterneck Capital Management's 13F filing for Q4 2018, filed 30 Jan 2019.