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Banyan Partners’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Banyan Partners’s Portfolio EFG Stock Details EFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-3,870
Closed -$277K – 391
2013
Q4 		$277K Hold
3,870
– – 0.02% 368
2013
Q3 		$264K Buy
+3,870
New +$254K 0.02% 277

Other funds holding EFG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
CIA
Choate Investment Advisors Boston, Massachusetts $5.11B AUM 17.2% 1-Year Est. Return
WT
Wilmington Trust Wilmington, Delaware $6.01B AUM 21.38% 1-Year Est. Return
CWA
Convergent Wealth Advisors Potomac, Maryland $442M AUM 7.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Banyan Partners's EFG Position: Q1 2014 in Review

Banyan Partners sold out of iShares MSCI EAFE Growth ETF (EFG) in Q1 2014, closing a stake of 3,870 shares — an estimated $277K sold.

Banyan Partners first reported a position in EFG in Q3 2013 and held it in 2 quarters. The position peaked at $277K in Q4 2013. 147 funds tracked by Wall St. Rank hold EFG as of Q1 2014.

  • Banyan Partners reported no remaining iShares MSCI EAFE Growth ETF position as of Q1 2014 after selling out during the quarter.
  • Banyan Partners sold 3,870 iShares MSCI EAFE Growth ETF shares in Q1 2014, an estimated $277K.
  • Banyan Partners first reported a position in iShares MSCI EAFE Growth ETF in Q3 2013 and held it in 2 quarters.
  • Banyan Partners's iShares MSCI EAFE Growth ETF position peaked at $277K in Q4 2013.
  • 147 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2014.

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