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United Capital Financial Advisors’s iShares MSCI Philippines ETF EPHE Stock Holding History

United Capital Financial Advisors’s Portfolio EPHE Stock Details EPHE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-30,285
Closed -$1.13M – 1268
2016
Q3 		$1.13M Sell
30,285
-3,487
-10% -$136K 0.01% 740
2016
Q2 		$1.32M Buy
+33,772
New +$1.25M 0.01% 654

Other funds holding EPHE

State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FMLI
Fukoku Mutual Life Insurance Tokyo, Japan $1.53B AUM 29.94% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $891M AUM 30.4% 1-Year Est. Return

United Capital Financial Advisors's EPHE Position: Q4 2016 in Review

United Capital Financial Advisors sold out of iShares MSCI Philippines ETF (EPHE) in Q4 2016, closing a stake of 30,285 shares — an estimated $1.13M sold.

United Capital Financial Advisors first reported a position in EPHE in Q2 2016 and held it in 2 quarters. The position peaked at $1.32M in Q2 2016. 56 funds tracked by Wall St. Rank hold EPHE as of Q4 2016.

  • United Capital Financial Advisors reported no remaining iShares MSCI Philippines ETF position as of Q4 2016 after selling out during the quarter.
  • United Capital Financial Advisors sold 30,285 iShares MSCI Philippines ETF shares in Q4 2016, an estimated $1.13M.
  • United Capital Financial Advisors first reported a position in iShares MSCI Philippines ETF in Q2 2016 and held it in 2 quarters.
  • United Capital Financial Advisors's iShares MSCI Philippines ETF position peaked at $1.32M in Q2 2016.
  • 56 funds tracked by Wall St. Rank held iShares MSCI Philippines ETF as of Q4 2016.

Based on United Capital Financial Advisors's 13F filing for Q4 2016, filed 15 Feb 2017.