Founders Bank & Trust’s iShares Europe ETF IEV Stock Holding History

Founders Bank & Trust’s Portfolio IEV Stock Details IEV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q4	$201K	Sell	4,734 -1,355	-22%	-$59K	0.11%	103
2014 Q3	$274K	Hold	6,089	–	–	0.15%	82
2014 Q2	$296K	Hold	6,089	–	–	0.16%	79
2014 Q1	$294K	Sell	6,089 -310	-5%	-$14.6K	0.17%	78
2013 Q4	$288K	Buy	6,399 +2,053	+47%	+$93.5K	0.17%	78
2013 Q3	$192K	Buy	4,346 +767	+21%	+$32.3K	0.1%	87
2013 Q2	$139K	Buy	+3,579	New	+$147K	0.07%	93

Other funds holding IEV

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PVH

Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Axa Paris, France $91.9M AUM 27.41% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

Founders Bank & Trust's IEV Position: Q4 2014 in Review

Founders Bank & Trust reduced its iShares Europe ETF (IEV) stake by 22% in Q4 2014, selling an estimated $59K and leaving 4,734 shares worth $201K. The position accounts for 0.11% of the portfolio, ranked #103.

Founders Bank & Trust first reported a position in IEV in Q2 2013 and has held it in 7 quarters since. The position peaked at $296K in Q2 2014. 163 funds tracked by Wall St. Rank hold IEV as of Q4 2014.

Founders Bank & Trust held 4,734 shares of iShares Europe ETF worth $201K as of Q4 2014.
Founders Bank & Trust sold 1,355 iShares Europe ETF shares in Q4 2014, an estimated $59K.
iShares Europe ETF made up 0.11% of Founders Bank & Trust's portfolio in Q4 2014, its #103 holding.
Founders Bank & Trust first reported a position in iShares Europe ETF in Q2 2013 and has held it in 7 quarters since.
Founders Bank & Trust's iShares Europe ETF position peaked at $296K in Q2 2014.
163 funds tracked by Wall St. Rank held iShares Europe ETF as of Q4 2014.

Based on Founders Bank & Trust's 13F filing for Q4 2014, filed 9 Feb 2015.