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Winchester Group’s iShares MSCI Pacific ex Japan ETF EPP Stock Holding History

Winchester Group’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
2013
Q3 		$265K Sell
5,578
-2,050
-27% -$93.4K 0.06% 177
2013
Q2 		$328K Buy
+7,628
New +$368K 0.07% 171

Other funds holding EPP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
GHA
GW Henssler & Associates Kennesaw, Georgia $2.25B AUM 19.46% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Winchester Group's EPP Position: Q3 2013 in Review

Winchester Group reduced its iShares MSCI Pacific ex Japan ETF (EPP) stake by 27% in Q3 2013, selling an estimated $93.4K and leaving 5,578 shares worth $265K. The position accounts for 0.06% of the portfolio, ranked #177.

Winchester Group first reported a position in EPP in Q2 2013 and has held it in 2 quarters since. The position peaked at $328K in Q2 2013. 218 funds tracked by Wall St. Rank hold EPP as of Q3 2013.

  • Winchester Group held 5,578 shares of iShares MSCI Pacific ex Japan ETF worth $265K as of Q3 2013.
  • Winchester Group sold 2,050 iShares MSCI Pacific ex Japan ETF shares in Q3 2013, an estimated $93.4K.
  • iShares MSCI Pacific ex Japan ETF made up 0.06% of Winchester Group's portfolio in Q3 2013, its #177 holding.
  • Winchester Group first reported a position in iShares MSCI Pacific ex Japan ETF in Q2 2013 and has held it in 2 quarters since.
  • Winchester Group's iShares MSCI Pacific ex Japan ETF position peaked at $328K in Q2 2013.
  • 218 funds tracked by Wall St. Rank held iShares MSCI Pacific ex Japan ETF as of Q3 2013.

Based on Winchester Group's 13F filing for Q3 2013, filed 16 Oct 2013.