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Barrington Strategic Wealth Management Group’s iShare MSCI Eurozone ETF EZU Stock Holding History

Barrington Strategic Wealth Management Group’s Portfolio EZU Stock Details EZU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-28,765
Closed -$1.11M – 100
2014
Q3 		$1.11M Sell
28,765
-30,785
-52% -$1.24M 0.72% 48
2014
Q2 		$2.52M Buy
59,550
+9,535
+19% +$409K 1.6% 12
2014
Q1 		$2.11M Buy
+50,015
New +$2.05M 1.38% 20

Other funds holding EZU

Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
H
Hexavest Montreal, Quebec, Canada $1.64B AUM 28.34% 1-Year Est. Return
EA
Euclid Advisors Hartford, Connecticut $4.79M AUM 12.77% 1-Year Est. Return
RC
RegentAtlantic Capital Morristown, New Jersey $3.34B AUM 14.54% 1-Year Est. Return

Barrington Strategic Wealth Management Group's EZU Position: Q4 2014 in Review

Barrington Strategic Wealth Management Group sold out of iShare MSCI Eurozone ETF (EZU) in Q4 2014, closing a stake of 28,765 shares — an estimated $1.11M sold.

Barrington Strategic Wealth Management Group first reported a position in EZU in Q1 2014 and held it in 3 quarters. The position peaked at $2.52M in Q2 2014. 156 funds tracked by Wall St. Rank hold EZU as of Q4 2014.

  • Barrington Strategic Wealth Management Group reported no remaining iShare MSCI Eurozone ETF position as of Q4 2014 after selling out during the quarter.
  • Barrington Strategic Wealth Management Group sold 28,765 iShare MSCI Eurozone ETF shares in Q4 2014, an estimated $1.11M.
  • Barrington Strategic Wealth Management Group first reported a position in iShare MSCI Eurozone ETF in Q1 2014 and held it in 3 quarters.
  • Barrington Strategic Wealth Management Group's iShare MSCI Eurozone ETF position peaked at $2.52M in Q2 2014.
  • 156 funds tracked by Wall St. Rank held iShare MSCI Eurozone ETF as of Q4 2014.

Based on Barrington Strategic Wealth Management Group's 13F filing for Q4 2014, filed 13 Feb 2015.