Carroll Financial Associates’s iShares MSCI Europe Financials ETF EUFN Stock Holding History

Carroll Financial Associates’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 Q3	–	Sell	-1,741	Closed	-$31K	–	1569
2019 Q2	$31K	Buy	+1,741	New	+$32.6K	﹤0.01%	709
2019 Q1	–	Sell	-243	Closed	-$4K	–	1395
2018 Q4	$4K	Hold	243	–	–	﹤0.01%	1079
2018 Q3	$4K	Hold	243	–	–	﹤0.01%	1117
2018 Q2	$4K	Buy	+243	New	+$5.47K	﹤0.01%	1090
2016 Q4	–	Sell	-2,750	Closed	-$47K	–	1156
2016 Q3	$47K	Hold	2,750	–	–	0.01%	471
2016 Q2	$43K	Buy	+2,750	New	+$49.3K	0.01%	473

Other funds holding EUFN

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

PPFA

Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.95B AUM 25.05% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

BIG

Boothe Investment Group Dover, Delaware $317M AUM 23.92% 1-Year Est. Return

Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

Carroll Financial Associates's EUFN Position: Q3 2019 in Review

Carroll Financial Associates sold out of iShares MSCI Europe Financials ETF (EUFN) in Q3 2019, closing a stake of 1,741 shares — an estimated $31K sold.

Carroll Financial Associates first reported a position in EUFN in Q2 2016 and held it in 6 quarters. The position peaked at $47K in Q3 2016. 85 funds tracked by Wall St. Rank hold EUFN as of Q3 2019.

Carroll Financial Associates reported no remaining iShares MSCI Europe Financials ETF position as of Q3 2019 after selling out during the quarter.
Carroll Financial Associates sold 1,741 iShares MSCI Europe Financials ETF shares in Q3 2019, an estimated $31K.
Carroll Financial Associates first reported a position in iShares MSCI Europe Financials ETF in Q2 2016 and held it in 6 quarters.
Carroll Financial Associates's iShares MSCI Europe Financials ETF position peaked at $47K in Q3 2016.
85 funds tracked by Wall St. Rank held iShares MSCI Europe Financials ETF as of Q3 2019.

Based on Carroll Financial Associates's 13F filing for Q3 2019, filed 9 Oct 2019.