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Whitney & Co’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Whitney & Co’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
-170
Closed -$7K – 200
2018
Q3 		$7K Hold
170
– – ﹤0.01% 350
2018
Q2 		$7K Buy
170
+70
+70% +$3.24K ﹤0.01% 257
2018
Q1 		$5K Buy
+100
New +$4.9K ﹤0.01% 270

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

Whitney & Co's EEM Position: Q4 2018 in Review

Whitney & Co sold out of iShares MSCI Emerging Markets ETF (EEM) in Q4 2018, closing a stake of 170 shares — an estimated $7K sold.

Whitney & Co first reported a position in EEM in Q1 2018 and held it in 3 quarters. The position peaked at $7K in Q3 2018. 1,191 funds tracked by Wall St. Rank hold EEM as of Q4 2018.

  • Whitney & Co reported no remaining iShares MSCI Emerging Markets ETF position as of Q4 2018 after selling out during the quarter.
  • Whitney & Co sold 170 iShares MSCI Emerging Markets ETF shares in Q4 2018, an estimated $7K.
  • Whitney & Co first reported a position in iShares MSCI Emerging Markets ETF in Q1 2018 and held it in 3 quarters.
  • Whitney & Co's iShares MSCI Emerging Markets ETF position peaked at $7K in Q3 2018.
  • 1,191 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q4 2018.

Based on Whitney & Co's 13F filing for Q4 2018, filed 7 Feb 2019.