Winthrop Advisory Group’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Winthrop Advisory Group’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	-7,734	Closed	-$332K	–	91
2018 Q3	$332K	Sell	7,734 -133	-2%	-$5.74K	0.19%	57
2018 Q2	$341K	Sell	7,867 -597	-7%	-$27.6K	0.22%	51
2018 Q1	$395K	Buy	8,464 +625	+8%	+$30.6K	0.28%	48
2017 Q4	$382K	Buy	+7,839	New	+$363K	0.27%	52

Other funds holding EEM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

Winthrop Advisory Group's EEM Position: Q4 2018 in Review

Winthrop Advisory Group sold out of iShares MSCI Emerging Markets ETF (EEM) in Q4 2018, closing a stake of 7,734 shares — an estimated $332K sold.

Winthrop Advisory Group first reported a position in EEM in Q4 2017 and held it in 4 quarters. The position peaked at $395K in Q1 2018. 1,192 funds tracked by Wall St. Rank hold EEM as of Q4 2018.

Winthrop Advisory Group reported no remaining iShares MSCI Emerging Markets ETF position as of Q4 2018 after selling out during the quarter.
Winthrop Advisory Group sold 7,734 iShares MSCI Emerging Markets ETF shares in Q4 2018, an estimated $332K.
Winthrop Advisory Group first reported a position in iShares MSCI Emerging Markets ETF in Q4 2017 and held it in 4 quarters.
Winthrop Advisory Group's iShares MSCI Emerging Markets ETF position peaked at $395K in Q1 2018.
1,192 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q4 2018.

Based on Winthrop Advisory Group's 13F filing for Q4 2018, filed 15 Jan 2019.