DIA
EFA icon

Dana Investment Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

Dana Investment Advisors’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
2013
Q4 		– Sell
-5,833
Closed -$372K – 271
2013
Q3 		$372K Buy
+5,833
New +$357K 0.03% 237

Other funds holding EFA

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
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
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Dana Investment Advisors's EFA Position: Q4 2013 in Review

Dana Investment Advisors sold out of iShares MSCI EAFE ETF (EFA) in Q4 2013, closing a stake of 5,833 shares — an estimated $372K sold.

Dana Investment Advisors first reported a position in EFA in Q3 2013 and held it in 1 quarter. The position peaked at $372K in Q3 2013. 914 funds tracked by Wall St. Rank hold EFA as of Q4 2013.

  • Dana Investment Advisors reported no remaining iShares MSCI EAFE ETF position as of Q4 2013 after selling out during the quarter.
  • Dana Investment Advisors sold 5,833 iShares MSCI EAFE ETF shares in Q4 2013, an estimated $372K.
  • Dana Investment Advisors first reported a position in iShares MSCI EAFE ETF in Q3 2013 and held it in 1 quarter.
  • Dana Investment Advisors's iShares MSCI EAFE ETF position peaked at $372K in Q3 2013.
  • 914 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q4 2013.

Based on Dana Investment Advisors's 13F filing for Q4 2013, filed 12 Feb 2014.