DADC
EUFN icon

D.A. Davidson & Co’s iShares MSCI Europe Financials ETF EUFN Stock Holding History

D.A. Davidson & Co’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
2013
Q4 		– Sell
-1,127
Closed -$25K – 2063
2013
Q3 		$25K Buy
1,127
+277
+33% +$6.07K ﹤0.01% 1290
2013
Q2 		$16K Buy
+850
New +$17.6K ﹤0.01% 1347

Other funds holding EUFN

BC
Brinker Capital Berwyn, Pennsylvania $3.13B AUM 9.04% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return
JCM
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return
ACM
Azimuth Capital Management Bloomfield Hills, Michigan $2.34B AUM 16.67% 1-Year Est. Return
NCA
New Century Advisors Chevy Chase, Maryland $82.1M AUM 3.88% 1-Year Est. Return

D.A. Davidson & Co's EUFN Position: Q4 2013 in Review

D.A. Davidson & Co sold out of iShares MSCI Europe Financials ETF (EUFN) in Q4 2013, closing a stake of 1,127 shares — an estimated $25K sold.

D.A. Davidson & Co first reported a position in EUFN in Q2 2013 and held it in 2 quarters. The position peaked at $25K in Q3 2013. 44 funds tracked by Wall St. Rank hold EUFN as of Q4 2013.

  • D.A. Davidson & Co reported no remaining iShares MSCI Europe Financials ETF position as of Q4 2013 after selling out during the quarter.
  • D.A. Davidson & Co sold 1,127 iShares MSCI Europe Financials ETF shares in Q4 2013, an estimated $25K.
  • D.A. Davidson & Co first reported a position in iShares MSCI Europe Financials ETF in Q2 2013 and held it in 2 quarters.
  • D.A. Davidson & Co's iShares MSCI Europe Financials ETF position peaked at $25K in Q3 2013.
  • 44 funds tracked by Wall St. Rank held iShares MSCI Europe Financials ETF as of Q4 2013.

Based on D.A. Davidson & Co's 13F filing for Q4 2013, filed 12 Feb 2014.