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Beaumont Financial Advisors’s iShares MSCI Europe Financials ETF EUFN Stock Holding History

Beaumont Financial Advisors’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
2019
Q1 		– Sell
-96,190
Closed -$1.63M – 233
2018
Q4 		$1.63M Buy
+96,190
New +$1.77M 0.27% 60
2014
Q4 		– Sell
-543,176
Closed -$12.8M – 150
2014
Q3 		$12.8M Buy
+543,176
New +$13.2M 0.84% 46

Other funds holding EUFN

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.95B AUM 25.05% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

Beaumont Financial Advisors's EUFN Position: Q1 2019 in Review

Beaumont Financial Advisors sold out of iShares MSCI Europe Financials ETF (EUFN) in Q1 2019, closing a stake of 96,190 shares — an estimated $1.63M sold.

Beaumont Financial Advisors first reported a position in EUFN in Q3 2014 and held it in 2 quarters. The position peaked at $12.8M in Q3 2014. 91 funds tracked by Wall St. Rank hold EUFN as of Q1 2019.

  • Beaumont Financial Advisors reported no remaining iShares MSCI Europe Financials ETF position as of Q1 2019 after selling out during the quarter.
  • Beaumont Financial Advisors sold 96,190 iShares MSCI Europe Financials ETF shares in Q1 2019, an estimated $1.63M.
  • Beaumont Financial Advisors first reported a position in iShares MSCI Europe Financials ETF in Q3 2014 and held it in 2 quarters.
  • Beaumont Financial Advisors's iShares MSCI Europe Financials ETF position peaked at $12.8M in Q3 2014.
  • 91 funds tracked by Wall St. Rank held iShares MSCI Europe Financials ETF as of Q1 2019.

Based on Beaumont Financial Advisors's 13F filing for Q1 2019, filed 6 May 2019.