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Banyan Partners’s iShares MSCI EAFE ETF EFA Stock Holding History

Banyan Partners’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
2014
Q1 		– Sell
-180,542
Closed -$12.1M – 390
2013
Q4 		$12.1M Sell
180,542
-48,890
-21% -$3.19M 0.85% 20
2013
Q3 		$14.6M Buy
+229,432
New +$14.1M 1.3% 10

Other funds holding EFA

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Banyan Partners's EFA Position: Q1 2014 in Review

Banyan Partners sold out of iShares MSCI EAFE ETF (EFA) in Q1 2014, closing a stake of 180,542 shares — an estimated $12.1M sold.

Banyan Partners first reported a position in EFA in Q3 2013 and held it in 2 quarters. The position peaked at $14.6M in Q3 2013. 901 funds tracked by Wall St. Rank hold EFA as of Q1 2014.

  • Banyan Partners reported no remaining iShares MSCI EAFE ETF position as of Q1 2014 after selling out during the quarter.
  • Banyan Partners sold 180,542 iShares MSCI EAFE ETF shares in Q1 2014, an estimated $12.1M.
  • Banyan Partners first reported a position in iShares MSCI EAFE ETF in Q3 2013 and held it in 2 quarters.
  • Banyan Partners's iShares MSCI EAFE ETF position peaked at $14.6M in Q3 2013.
  • 901 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2014.

Based on Banyan Partners's 13F filing for Q1 2014, filed 13 May 2014.