V Wealth Advisors’s iShares MSCI Pacific ex Japan ETF EPP Stock Holding History

V Wealth Advisors’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
2016 Q4	–	Sell	-8,391	Closed	-$354K	–	178
2016 Q3	$354K	Buy	+8,391	New	+$346K	0.29%	106
2016 Q2	–	Sell	-15,107	Closed	-$592K	–	164
2016 Q1	$592K	Buy	+15,107	New	+$548K	0.47%	67

Other funds holding EPP

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Asset Management One Tokyo, Japan $33.9B AUM 25.88% 1-Year Est. Return

BlackRock Japan Tokyo, Japan $30.3B AUM 13.85% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Mizuho Bank Tokyo, Japan $369M AUM 53.09% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

PAG

Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return

V Wealth Advisors's EPP Position: Q4 2016 in Review

V Wealth Advisors sold out of iShares MSCI Pacific ex Japan ETF (EPP) in Q4 2016, closing a stake of 8,391 shares — an estimated $354K sold.

V Wealth Advisors first reported a position in EPP in Q1 2016 and held it in 2 quarters. The position peaked at $592K in Q1 2016. 216 funds tracked by Wall St. Rank hold EPP as of Q4 2016.

V Wealth Advisors reported no remaining iShares MSCI Pacific ex Japan ETF position as of Q4 2016 after selling out during the quarter.
V Wealth Advisors sold 8,391 iShares MSCI Pacific ex Japan ETF shares in Q4 2016, an estimated $354K.
V Wealth Advisors first reported a position in iShares MSCI Pacific ex Japan ETF in Q1 2016 and held it in 2 quarters.
V Wealth Advisors's iShares MSCI Pacific ex Japan ETF position peaked at $592K in Q1 2016.
216 funds tracked by Wall St. Rank held iShares MSCI Pacific ex Japan ETF as of Q4 2016.

Based on V Wealth Advisors's 13F filing for Q4 2016, filed 30 Jan 2017.