Anchor Investment Management’s iShares MSCI Europe Financials ETF EUFN Stock Holding History

Anchor Investment Management’s Portfolio EUFN Stock Details EUFN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-3,100	Closed	-$38.8K	–	887
2020 Q1	$38.8K	Sell	3,100 -2,900	-48%	-$49.4K	0.01%	465
2019 Q4	$117K	Sell	6,000 -12,650	-68%	-$235K	0.02%	350
2019 Q3	$328K	Sell	18,650 -6,030	-24%	-$105K	0.08%	214
2019 Q2	$448K	Sell	24,680 -5,400	-18%	-$101K	0.11%	181
2019 Q1	$546K	Sell	30,080 -3,400	-10%	-$61.7K	0.14%	154
2018 Q4	$567K	Sell	33,480 -8,150	-20%	-$150K	0.16%	141
2018 Q3	$844K	Buy	+41,630	New	+$848K	0.19%	133

Other funds holding EUFN

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PPFA

Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return

BCIM

British Columbia Investment Management Victoria, British Columbia, Canada $17B AUM 31.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MIM

Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return

Anchor Investment Management's EUFN Position: Q2 2020 in Review

Anchor Investment Management sold out of iShares MSCI Europe Financials ETF (EUFN) in Q2 2020, closing a stake of 3,100 shares — an estimated $38.8K sold.

Anchor Investment Management first reported a position in EUFN in Q3 2018 and held it in 7 quarters. The position peaked at $844K in Q3 2018. 74 funds tracked by Wall St. Rank hold EUFN as of Q2 2020.

Anchor Investment Management reported no remaining iShares MSCI Europe Financials ETF position as of Q2 2020 after selling out during the quarter.
Anchor Investment Management sold 3,100 iShares MSCI Europe Financials ETF shares in Q2 2020, an estimated $38.8K.
Anchor Investment Management first reported a position in iShares MSCI Europe Financials ETF in Q3 2018 and held it in 7 quarters.
Anchor Investment Management's iShares MSCI Europe Financials ETF position peaked at $844K in Q3 2018.
74 funds tracked by Wall St. Rank held iShares MSCI Europe Financials ETF as of Q2 2020.

Based on Anchor Investment Management's 13F filing for Q2 2020, filed 2 Jan 2024.