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WBI Investments’s iShares MSCI Emerging Markets Asia ETF EEMA Stock Holding History

WBI Investments’s Portfolio EEMA Stock Details EEMA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-12,728
Closed -$886K – 304
2017
Q3 		$886K Buy
+12,728
New +$870K 0.04% 199
2016
Q4 		– Sell
-22,135
Closed -$1.27M – 307
2016
Q3 		$1.27M Buy
+22,135
New +$1.23M 0.05% 196

Other funds holding EEMA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

WBI Investments's EEMA Position: Q4 2017 in Review

WBI Investments sold out of iShares MSCI Emerging Markets Asia ETF (EEMA) in Q4 2017, closing a stake of 12,728 shares — an estimated $886K sold.

WBI Investments first reported a position in EEMA in Q3 2016 and held it in 2 quarters. The position peaked at $1.27M in Q3 2016. 45 funds tracked by Wall St. Rank hold EEMA as of Q4 2017.

  • WBI Investments reported no remaining iShares MSCI Emerging Markets Asia ETF position as of Q4 2017 after selling out during the quarter.
  • WBI Investments sold 12,728 iShares MSCI Emerging Markets Asia ETF shares in Q4 2017, an estimated $886K.
  • WBI Investments first reported a position in iShares MSCI Emerging Markets Asia ETF in Q3 2016 and held it in 2 quarters.
  • WBI Investments's iShares MSCI Emerging Markets Asia ETF position peaked at $1.27M in Q3 2016.
  • 45 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Asia ETF as of Q4 2017.

Based on WBI Investments's 13F filing for Q4 2017, filed 8 Feb 2018.