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Aviance Capital Management’s iShares MSCI Europe Financials ETF EUFN Stock Holding History

Aviance Capital 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
2014
Q3 		– Sell
-43,227
Closed -$1.07M – 294
2014
Q2 		$1.07M Buy
43,227
+24,836
+135% +$638K 0.05% 166
2014
Q1 		$468K Buy
+18,391
New +$463K 0.02% 210

Other funds holding EUFN

HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Aviance Capital Management's EUFN Position: Q3 2014 in Review

Aviance Capital Management sold out of iShares MSCI Europe Financials ETF (EUFN) in Q3 2014, closing a stake of 43,227 shares — an estimated $1.07M sold.

Aviance Capital Management first reported a position in EUFN in Q1 2014 and held it in 2 quarters. The position peaked at $1.07M in Q2 2014. 51 funds tracked by Wall St. Rank hold EUFN as of Q3 2014.

  • Aviance Capital Management reported no remaining iShares MSCI Europe Financials ETF position as of Q3 2014 after selling out during the quarter.
  • Aviance Capital Management sold 43,227 iShares MSCI Europe Financials ETF shares in Q3 2014, an estimated $1.07M.
  • Aviance Capital Management first reported a position in iShares MSCI Europe Financials ETF in Q1 2014 and held it in 2 quarters.
  • Aviance Capital Management's iShares MSCI Europe Financials ETF position peaked at $1.07M in Q2 2014.
  • 51 funds tracked by Wall St. Rank held iShares MSCI Europe Financials ETF as of Q3 2014.

Based on Aviance Capital Management's 13F filing for Q3 2014, filed 6 Nov 2014.