BW
EEA

Boaz Weinstein’s European Equity Fund EEA Stock Holding History

Boaz Weinstein’s Portfolio EEA Stock Details EEA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-45,222
Closed -$438K – 141
2017
Q3 		$438K Hold
45,222
– – 0.04% 83
2017
Q2 		$415K Hold
45,222
– – 0.04% 86
2017
Q1 		$376K Hold
45,222
– – 0.03% 82
2016
Q4 		$349K Buy
+45,222
New +$342K 0.04% 81

Other funds holding EEA

1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
UCI
Uncommon Cents Investing Janesville, Wisconsin $461M AUM 32.58% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $326M AUM 0.12% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return

Boaz Weinstein's EEA Position: Q4 2017 in Review

Boaz Weinstein sold out of European Equity Fund (EEA) in Q4 2017, closing a stake of 45,222 shares — an estimated $438K sold.

Boaz Weinstein first reported a position in EEA in Q4 2016 and held it in 4 quarters. The position peaked at $438K in Q3 2017. 25 funds tracked by Wall St. Rank hold EEA as of Q4 2017.

  • Boaz Weinstein reported no remaining European Equity Fund position as of Q4 2017 after selling out during the quarter.
  • Boaz Weinstein sold 45,222 European Equity Fund shares in Q4 2017, an estimated $438K.
  • Boaz Weinstein first reported a position in European Equity Fund in Q4 2016 and held it in 4 quarters.
  • Boaz Weinstein's European Equity Fund position peaked at $438K in Q3 2017.
  • 25 funds tracked by Wall St. Rank held European Equity Fund as of Q4 2017.

Based on Saba Capital Management's 13F filing for Q4 2017, filed 14 Feb 2018.