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Crosspoint Capital Strategies’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Crosspoint Capital Strategies’s Portfolio EFV Stock Details EFV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-200
Closed -$10K – 301
2015
Q4 		$10K Buy
+200
New +$9.66K ﹤0.01% 692

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Wells Fargo
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PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Crosspoint Capital Strategies's EFV Position: Q1 2016 in Review

Crosspoint Capital Strategies sold out of iShares MSCI EAFE Value ETF (EFV) in Q1 2016, closing a stake of 200 shares — an estimated $10K sold.

Crosspoint Capital Strategies first reported a position in EFV in Q4 2015 and held it in 1 quarter. The position peaked at $10K in Q4 2015. 193 funds tracked by Wall St. Rank hold EFV as of Q1 2016.

  • Crosspoint Capital Strategies reported no remaining iShares MSCI EAFE Value ETF position as of Q1 2016 after selling out during the quarter.
  • Crosspoint Capital Strategies sold 200 iShares MSCI EAFE Value ETF shares in Q1 2016, an estimated $10K.
  • Crosspoint Capital Strategies first reported a position in iShares MSCI EAFE Value ETF in Q4 2015 and held it in 1 quarter.
  • Crosspoint Capital Strategies's iShares MSCI EAFE Value ETF position peaked at $10K in Q4 2015.
  • 193 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q1 2016.

Based on Crosspoint Capital Strategies's 13F filing for Q1 2016, filed 16 May 2016.