Fortis Advisors’s iShares MSCI Europe Financials ETF EUFN Stock Holding History

Fortis Advisors’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 Q2	–	Sell	-37,706	Closed	-$871K	–	313
2018 Q1	$871K	Hold	37,706	–	–	0.48%	26
2017 Q4	$879K	Buy	37,706 +251	+0.7%	+$5.8K	0.54%	22
2017 Q3	$879K	Hold	37,455	–	–	0.61%	20
2017 Q2	$822K	Buy	+37,455	New	+$802K	0.64%	21

Other funds holding EUFN

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PPFA

Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Fortis Advisors's EUFN Position: Q2 2018 in Review

Fortis Advisors sold out of iShares MSCI Europe Financials ETF (EUFN) in Q2 2018, closing a stake of 37,706 shares — an estimated $871K sold.

Fortis Advisors first reported a position in EUFN in Q2 2017 and held it in 4 quarters. The position peaked at $879K in Q4 2017. 126 funds tracked by Wall St. Rank hold EUFN as of Q2 2018.

Fortis Advisors reported no remaining iShares MSCI Europe Financials ETF position as of Q2 2018 after selling out during the quarter.
Fortis Advisors sold 37,706 iShares MSCI Europe Financials ETF shares in Q2 2018, an estimated $871K.
Fortis Advisors first reported a position in iShares MSCI Europe Financials ETF in Q2 2017 and held it in 4 quarters.
Fortis Advisors's iShares MSCI Europe Financials ETF position peaked at $879K in Q4 2017.
126 funds tracked by Wall St. Rank held iShares MSCI Europe Financials ETF as of Q2 2018.

Based on Fortis Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.