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ETrade Capital Management’s iShares MSCI Europe Financials ETF EUFN Stock Holding History

ETrade Capital Management’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
2017
Q1 		– Sell
-19,483
Closed -$369K – 648
2016
Q4 		$369K Sell
19,483
-3,732
-16% -$67.6K 0.02% 446
2016
Q3 		$398K Sell
23,215
-2,223
-9% -$36.8K 0.02% 411
2016
Q2 		$399K Buy
+25,438
New +$456K 0.02% 369

Other funds holding EUFN

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return

ETrade Capital Management's EUFN Position: Q1 2017 in Review

ETrade Capital Management sold out of iShares MSCI Europe Financials ETF (EUFN) in Q1 2017, closing a stake of 19,483 shares — an estimated $369K sold.

ETrade Capital Management first reported a position in EUFN in Q2 2016 and held it in 3 quarters. The position peaked at $399K in Q2 2016. 93 funds tracked by Wall St. Rank hold EUFN as of Q1 2017.

  • ETrade Capital Management reported no remaining iShares MSCI Europe Financials ETF position as of Q1 2017 after selling out during the quarter.
  • ETrade Capital Management sold 19,483 iShares MSCI Europe Financials ETF shares in Q1 2017, an estimated $369K.
  • ETrade Capital Management first reported a position in iShares MSCI Europe Financials ETF in Q2 2016 and held it in 3 quarters.
  • ETrade Capital Management's iShares MSCI Europe Financials ETF position peaked at $399K in Q2 2016.
  • 93 funds tracked by Wall St. Rank held iShares MSCI Europe Financials ETF as of Q1 2017.

Based on ETrade Capital Management's 13F filing for Q1 2017, filed 12 May 2017.