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Yellowstone Partners’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Yellowstone Partners’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
2017
Q4 		$328K Buy
6,960
+1,892
+37% +$87.5K 0.19% 118
2017
Q3 		$227K Buy
+5,068
New +$223K 0.12% 163
2016
Q3 		$554K Buy
+14,805
New +$541K 0.2% 114

Other funds holding EEM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 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
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $30B AUM 26.86% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
MCM
MKP Capital Management New York $3.04B AUM 20.46% 1-Year Est. Return

Yellowstone Partners's EEM Position: Q4 2017 in Review

Yellowstone Partners increased its iShares MSCI Emerging Markets ETF (EEM) stake by 37% in Q4 2017, buying an estimated $87.5K and bringing the position to 6,960 shares worth $328K. The position accounts for 0.19% of the portfolio, ranked #118.

Yellowstone Partners first reported a position in EEM in Q3 2016 and has held it in 3 quarters since. The position peaked at $554K in Q3 2016. 1,118 funds tracked by Wall St. Rank hold EEM as of Q4 2017.

  • Yellowstone Partners held 6,960 shares of iShares MSCI Emerging Markets ETF worth $328K as of Q4 2017.
  • Yellowstone Partners bought 1,892 iShares MSCI Emerging Markets ETF shares in Q4 2017, an estimated $87.5K.
  • iShares MSCI Emerging Markets ETF made up 0.19% of Yellowstone Partners's portfolio in Q4 2017, its #118 holding.
  • Yellowstone Partners first reported a position in iShares MSCI Emerging Markets ETF in Q3 2016 and has held it in 3 quarters since.
  • Yellowstone Partners's iShares MSCI Emerging Markets ETF position peaked at $554K in Q3 2016.
  • 1,118 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q4 2017.

Based on Yellowstone Partners's 13F filing for Q4 2017, filed 24 Jan 2018.