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AlphaOne Investment Services’s iShares MSCI EAFE ETF EFA Stock Holding History

AlphaOne Investment Services’s Portfolio EFA Stock Details EFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-2,086
Closed -$145K – 290
2018
Q1 		$145K Buy
2,086
+891
+75% +$63.5K 0.04% 175
2017
Q4 		$84K Buy
1,195
+479
+67% +$33.3K 0.03% 170
2017
Q3 		$49K Buy
+716
New +$47.9K 0.01% 212

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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

AlphaOne Investment Services's EFA Position: Q2 2018 in Review

AlphaOne Investment Services sold out of iShares MSCI EAFE ETF (EFA) in Q2 2018, closing a stake of 2,086 shares — an estimated $145K sold.

AlphaOne Investment Services first reported a position in EFA in Q3 2017 and held it in 3 quarters. The position peaked at $145K in Q1 2018. 1,285 funds tracked by Wall St. Rank hold EFA as of Q2 2018.

  • AlphaOne Investment Services reported no remaining iShares MSCI EAFE ETF position as of Q2 2018 after selling out during the quarter.
  • AlphaOne Investment Services sold 2,086 iShares MSCI EAFE ETF shares in Q2 2018, an estimated $145K.
  • AlphaOne Investment Services first reported a position in iShares MSCI EAFE ETF in Q3 2017 and held it in 3 quarters.
  • AlphaOne Investment Services's iShares MSCI EAFE ETF position peaked at $145K in Q1 2018.
  • 1,285 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2018.

Based on AlphaOne Investment Services's 13F filing for Q2 2018, filed 13 Aug 2018.