ClearBridge Investments
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ClearBridge Investments’s iShares MSCI Europe Financials ETF EUFN Stock Holding History

ClearBridge Investments’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
2016
Q3 		– Sell
-121
Closed -$2K – 1123
2016
Q2 		$2K Buy
+121
New +$2.17K ﹤0.01% 1048

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Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
SB
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Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.53B AUM 37.62% 1-Year Est. Return

ClearBridge Investments's EUFN Position: Q3 2016 in Review

ClearBridge Investments sold out of iShares MSCI Europe Financials ETF (EUFN) in Q3 2016, closing a stake of 121 shares — an estimated $2K sold.

ClearBridge Investments first reported a position in EUFN in Q2 2016 and held it in 1 quarter. The position peaked at $2K in Q2 2016. 76 funds tracked by Wall St. Rank hold EUFN as of Q3 2016.

  • ClearBridge Investments reported no remaining iShares MSCI Europe Financials ETF position as of Q3 2016 after selling out during the quarter.
  • ClearBridge Investments sold 121 iShares MSCI Europe Financials ETF shares in Q3 2016, an estimated $2K.
  • ClearBridge Investments first reported a position in iShares MSCI Europe Financials ETF in Q2 2016 and held it in 1 quarter.
  • ClearBridge Investments's iShares MSCI Europe Financials ETF position peaked at $2K in Q2 2016.
  • 76 funds tracked by Wall St. Rank held iShares MSCI Europe Financials ETF as of Q3 2016.

Based on ClearBridge Investments's 13F filing for Q3 2016, filed 14 Nov 2016.