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East Coast Asset Management’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

East Coast Asset Management’s Portfolio EFG Stock Details EFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-100
Closed -$6K – 178
2013
Q2 		$6K Buy
+100
New +$6.46K ﹤0.01% 366

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Bank of America
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CIA
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US Bancorp
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WT
Wilmington Trust Wilmington, Delaware $6.01B AUM 21.38% 1-Year Est. Return
Envestnet Asset Management
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CWA
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

East Coast Asset Management's EFG Position: Q3 2013 in Review

East Coast Asset Management sold out of iShares MSCI EAFE Growth ETF (EFG) in Q3 2013, closing a stake of 100 shares — an estimated $6K sold.

East Coast Asset Management first reported a position in EFG in Q2 2013 and held it in 1 quarter. The position peaked at $6K in Q2 2013. 129 funds tracked by Wall St. Rank hold EFG as of Q3 2013.

  • East Coast Asset Management reported no remaining iShares MSCI EAFE Growth ETF position as of Q3 2013 after selling out during the quarter.
  • East Coast Asset Management sold 100 iShares MSCI EAFE Growth ETF shares in Q3 2013, an estimated $6K.
  • East Coast Asset Management first reported a position in iShares MSCI EAFE Growth ETF in Q2 2013 and held it in 1 quarter.
  • East Coast Asset Management's iShares MSCI EAFE Growth ETF position peaked at $6K in Q2 2013.
  • 129 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q3 2013.

Based on East Coast Asset Management's 13F filing for Q3 2013, filed 14 Nov 2013.