BCA
EUFN icon

Berman Capital Advisors’s iShares MSCI Europe Financials ETF EUFN Stock Holding History

Berman Capital 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
-790
Closed -$13K – 1370
2018
Q4 		$13K Buy
+790
New +$14.5K 0.01% 461

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 40.89% 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

Berman Capital Advisors's EUFN Position: Q1 2019 in Review

Berman Capital Advisors sold out of iShares MSCI Europe Financials ETF (EUFN) in Q1 2019, closing a stake of 790 shares — an estimated $13K sold.

Berman Capital Advisors first reported a position in EUFN in Q4 2018 and held it in 1 quarter. The position peaked at $13K in Q4 2018. 91 funds tracked by Wall St. Rank hold EUFN as of Q1 2019.

  • Berman Capital Advisors reported no remaining iShares MSCI Europe Financials ETF position as of Q1 2019 after selling out during the quarter.
  • Berman Capital Advisors sold 790 iShares MSCI Europe Financials ETF shares in Q1 2019, an estimated $13K.
  • Berman Capital Advisors first reported a position in iShares MSCI Europe Financials ETF in Q4 2018 and held it in 1 quarter.
  • Berman Capital Advisors's iShares MSCI Europe Financials ETF position peaked at $13K in Q4 2018.
  • 91 funds tracked by Wall St. Rank held iShares MSCI Europe Financials ETF as of Q1 2019.

Based on Berman Capital Advisors's 13F filing for Q1 2019, filed 8 May 2019.