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Alexandria Capital’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Alexandria Capital’s Portfolio EFG Stock Details EFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-85
Closed -$7K – 318
2017
Q3 		$7K Buy
+85
New +$6.44K ﹤0.01% 435

Other funds holding EFG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Alexandria Capital's EFG Position: Q4 2017 in Review

Alexandria Capital sold out of iShares MSCI EAFE Growth ETF (EFG) in Q4 2017, closing a stake of 85 shares — an estimated $7K sold.

Alexandria Capital first reported a position in EFG in Q3 2017 and held it in 1 quarter. The position peaked at $7K in Q3 2017. 266 funds tracked by Wall St. Rank hold EFG as of Q4 2017.

  • Alexandria Capital reported no remaining iShares MSCI EAFE Growth ETF position as of Q4 2017 after selling out during the quarter.
  • Alexandria Capital sold 85 iShares MSCI EAFE Growth ETF shares in Q4 2017, an estimated $7K.
  • Alexandria Capital first reported a position in iShares MSCI EAFE Growth ETF in Q3 2017 and held it in 1 quarter.
  • Alexandria Capital's iShares MSCI EAFE Growth ETF position peaked at $7K in Q3 2017.
  • 266 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q4 2017.

Based on Alexandria Capital's 13F filing for Q4 2017, filed 9 Feb 2018.