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AMP Capital Investors’s iShares MSCI EAFE ETF EFA Stock Holding History

AMP Capital Investors’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
2020
Q1 		– Sell
-56,500
Closed -$3.9M – 1163
2019
Q4 		$3.9M Buy
56,500
+42,000
+290% +$2.84M 0.02% 621
2019
Q3 		$942K Buy
14,500
+1,550
+12% +$99.9K 0.01% 888
2019
Q2 		$846K Sell
12,950
-65,300
-83% -$4.27M ﹤0.01% 911
2019
Q1 		$5.05M Sell
78,250
-3,400
-4% -$214K 0.03% 533
2018
Q4 		$4.79M Buy
81,650
+31,650
+63% +$1.98M 0.03% 507
2018
Q3 		$3.43M Sell
50,000
-29,157
-37% -$1.97M 0.02% 639
2018
Q2 		$5.3M Buy
79,157
+49,000
+162% +$3.44M 0.03% 521
2018
Q1 		$2.08M Buy
30,157
+7,000
+30% +$499K 0.01% 749
2017
Q4 		$1.63M Buy
23,157
+2,200
+10% +$153K 0.01% 819
2017
Q3 		$1.44M Sell
20,957
-63,300
-75% -$4.23M 0.01% 812
2017
Q2 		$5.49M Buy
84,257
+5,800
+7% +$375K 0.03% 487
2017
Q1 		$4.89M Sell
78,457
-5,500
-7% -$332K 0.03% 529
2016
Q4 		$4.83M Sell
83,957
-55,800
-40% -$3.22M 0.03% 529
2016
Q3 		$8.2M Buy
139,757
+48,842
+54% +$2.83M 0.05% 374
2016
Q2 		$5M Buy
90,915
+2,000
+2% +$115K 0.03% 478
2016
Q1 		$5.13M Buy
88,915
+500
+0.6% +$27.6K 0.03% 482
2015
Q4 		$5.26M Buy
88,415
+12,100
+16% +$729K 0.04% 472
2015
Q3 		$4.29M Buy
+76,315
New +$4.71M 0.03% 487
2015
Q2 		– Sell
-87,499
Closed -$5.7M – 1172
2015
Q1 		$5.7M Sell
87,499
-7,682
-8% -$484K 0.03% 463
2014
Q4 		$5.83M Buy
95,181
+3,573
+4% +$223K 0.04% 464
2014
Q3 		$5.88M Buy
91,608
+8,768
+11% +$585K 0.04% 465
2014
Q2 		$5.66M Buy
82,840
+46,789
+130% +$3.21M 0.04% 485
2014
Q1 		$2.41M Buy
36,051
+4,573
+15% +$302K 0.02% 675
2013
Q4 		$2.1M Buy
31,478
+3,783
+14% +$247K 0.01% 711
2013
Q3 		$1.78M Sell
27,695
-562
-2% -$34.4K 0.01% 723
2013
Q2 		$1.62M Buy
+28,257
New +$1.71M 0.01% 761

Other funds holding EFA

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

AMP Capital Investors's EFA Position: Q1 2020 in Review

AMP Capital Investors sold out of iShares MSCI EAFE ETF (EFA) in Q1 2020, closing a stake of 56,500 shares — an estimated $3.9M sold.

AMP Capital Investors first reported a position in EFA in Q2 2013 and held it in 26 quarters. The position peaked at $8.2M in Q3 2016. 1,439 funds tracked by Wall St. Rank hold EFA as of Q1 2020.

  • AMP Capital Investors reported no remaining iShares MSCI EAFE ETF position as of Q1 2020 after selling out during the quarter.
  • AMP Capital Investors sold 56,500 iShares MSCI EAFE ETF shares in Q1 2020, an estimated $3.9M.
  • AMP Capital Investors first reported a position in iShares MSCI EAFE ETF in Q2 2013 and held it in 26 quarters.
  • AMP Capital Investors's iShares MSCI EAFE ETF position peaked at $8.2M in Q3 2016.
  • 1,439 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2020.

Based on AMP Capital Investors's 13F filing for Q1 2020, filed 13 May 2020.