CI Investments Inc
EFA icon

CI Investments Inc’s iShares MSCI EAFE ETF EFA Stock Holding History

CI Investments Inc’s Portfolio EFA Stock Details EFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-495,778
Closed -$33.3M – 188
2014
Q1 		$33.3M Buy
+495,778
New +$32.8M 0.35% 77

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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
U
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PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

CI Investments Inc's EFA Position: Q2 2014 in Review

CI Investments Inc sold out of iShares MSCI EAFE ETF (EFA) in Q2 2014, closing a stake of 495,778 shares — an estimated $33.3M sold.

CI Investments Inc first reported a position in EFA in Q1 2014 and held it in 1 quarter. The position peaked at $33.3M in Q1 2014. 916 funds tracked by Wall St. Rank hold EFA as of Q2 2014.

  • CI Investments Inc reported no remaining iShares MSCI EAFE ETF position as of Q2 2014 after selling out during the quarter.
  • CI Investments Inc sold 495,778 iShares MSCI EAFE ETF shares in Q2 2014, an estimated $33.3M.
  • CI Investments Inc first reported a position in iShares MSCI EAFE ETF in Q1 2014 and held it in 1 quarter.
  • CI Investments Inc's iShares MSCI EAFE ETF position peaked at $33.3M in Q1 2014.
  • 916 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2014.

Based on CI Investments Inc's 13F filing for Q2 2014, filed 1 Aug 2014.