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

Capital Directions Investment 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
2014
Q3 		– Sell
-2,362
Closed -$58K – 71
2014
Q2 		$58K Buy
+2,362
New +$60.6K 0.02% 49

Other funds holding EUFN

HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 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

Capital Directions Investment Advisors's EUFN Position: Q3 2014 in Review

Capital Directions Investment Advisors sold out of iShares MSCI Europe Financials ETF (EUFN) in Q3 2014, closing a stake of 2,362 shares — an estimated $58K sold.

Capital Directions Investment Advisors first reported a position in EUFN in Q2 2014 and held it in 1 quarter. The position peaked at $58K in Q2 2014. 51 funds tracked by Wall St. Rank hold EUFN as of Q3 2014.

  • Capital Directions Investment Advisors reported no remaining iShares MSCI Europe Financials ETF position as of Q3 2014 after selling out during the quarter.
  • Capital Directions Investment Advisors sold 2,362 iShares MSCI Europe Financials ETF shares in Q3 2014, an estimated $58K.
  • Capital Directions Investment Advisors first reported a position in iShares MSCI Europe Financials ETF in Q2 2014 and held it in 1 quarter.
  • Capital Directions Investment Advisors's iShares MSCI Europe Financials ETF position peaked at $58K in Q2 2014.
  • 51 funds tracked by Wall St. Rank held iShares MSCI Europe Financials ETF as of Q3 2014.

Based on Capital Directions Investment Advisors's 13F filing for Q3 2014, filed 14 Nov 2014.