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

Financial Partners 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
2018
Q1 		– Sell
-122,434
Closed -$2.85M – 85
2017
Q4 		$2.85M Buy
+122,434
New +$2.83M 0.53% 56

Other funds holding EUFN

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.95B AUM 25.05% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

Financial Partners Capital Management's EUFN Position: Q1 2018 in Review

Financial Partners Capital Management sold out of iShares MSCI Europe Financials ETF (EUFN) in Q1 2018, closing a stake of 122,434 shares — an estimated $2.85M sold.

Financial Partners Capital Management first reported a position in EUFN in Q4 2017 and held it in 1 quarter. The position peaked at $2.85M in Q4 2017. 143 funds tracked by Wall St. Rank hold EUFN as of Q1 2018.

  • Financial Partners Capital Management reported no remaining iShares MSCI Europe Financials ETF position as of Q1 2018 after selling out during the quarter.
  • Financial Partners Capital Management sold 122,434 iShares MSCI Europe Financials ETF shares in Q1 2018, an estimated $2.85M.
  • Financial Partners Capital Management first reported a position in iShares MSCI Europe Financials ETF in Q4 2017 and held it in 1 quarter.
  • Financial Partners Capital Management's iShares MSCI Europe Financials ETF position peaked at $2.85M in Q4 2017.
  • 143 funds tracked by Wall St. Rank held iShares MSCI Europe Financials ETF as of Q1 2018.

Based on Financial Partners Capital Management's 13F filing for Q1 2018, filed 18 May 2018.