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Banyan Partners’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Banyan Partners’s Portfolio EFV Stock Details EFV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-95,820
Closed -$5.21M – 415
2013
Q3 		$5.21M Buy
+95,820
New +$4.98M 0.46% 50

Other funds holding EFV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TAG
Tactical Allocation Group Birmingham, Michigan $62.6M AUM 2.17% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

Banyan Partners's EFV Position: Q4 2013 in Review

Banyan Partners sold out of iShares MSCI EAFE Value ETF (EFV) in Q4 2013, closing a stake of 95,820 shares — an estimated $5.21M sold.

Banyan Partners first reported a position in EFV in Q3 2013 and held it in 1 quarter. The position peaked at $5.21M in Q3 2013. 153 funds tracked by Wall St. Rank hold EFV as of Q4 2013.

  • Banyan Partners reported no remaining iShares MSCI EAFE Value ETF position as of Q4 2013 after selling out during the quarter.
  • Banyan Partners sold 95,820 iShares MSCI EAFE Value ETF shares in Q4 2013, an estimated $5.21M.
  • Banyan Partners first reported a position in iShares MSCI EAFE Value ETF in Q3 2013 and held it in 1 quarter.
  • Banyan Partners's iShares MSCI EAFE Value ETF position peaked at $5.21M in Q3 2013.
  • 153 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q4 2013.

Based on Banyan Partners's 13F filing for Q4 2013, filed 12 Feb 2014.