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Beck Capital Management’s iShares MSCI Europe Financials ETF EUFN Stock Holding History

Beck Capital Management’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
2014
Q2 		– Sell
-54,101
Closed -$1.4M – 161
2014
Q1 		$1.4M Sell
54,101
-9,535
-15% -$240K 1.07% 27
2013
Q4 		$1.56M Buy
+63,636
New +$1.53M 1.25% 21

Other funds holding EUFN

BC
Brinker Capital Berwyn, Pennsylvania $3.13B AUM 9.04% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
GAG
GM Advisory Group Melville, New York $2.6B AUM 18.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Beck Capital Management's EUFN Position: Q2 2014 in Review

Beck Capital Management sold out of iShares MSCI Europe Financials ETF (EUFN) in Q2 2014, closing a stake of 54,101 shares — an estimated $1.4M sold.

Beck Capital Management first reported a position in EUFN in Q4 2013 and held it in 2 quarters. The position peaked at $1.56M in Q4 2013. 58 funds tracked by Wall St. Rank hold EUFN as of Q2 2014.

  • Beck Capital Management reported no remaining iShares MSCI Europe Financials ETF position as of Q2 2014 after selling out during the quarter.
  • Beck Capital Management sold 54,101 iShares MSCI Europe Financials ETF shares in Q2 2014, an estimated $1.4M.
  • Beck Capital Management first reported a position in iShares MSCI Europe Financials ETF in Q4 2013 and held it in 2 quarters.
  • Beck Capital Management's iShares MSCI Europe Financials ETF position peaked at $1.56M in Q4 2013.
  • 58 funds tracked by Wall St. Rank held iShares MSCI Europe Financials ETF as of Q2 2014.

Based on Beck Capital Management's 13F filing for Q2 2014, filed 31 Jul 2014.