Founders Financial Securities
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Founders Financial Securities’s iShares MSCI Europe Financials ETF EUFN Stock Holding History

Founders Financial Securities’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
2015
Q1 		– Sell
-88,893
Closed -$1.96M – 81
2014
Q4 		$1.96M Buy
88,893
+5,408
+6% +$123K 1.17% 28
2014
Q3 		$1.97M Buy
+83,485
New +$2.02M 1.27% 28

Other funds holding EUFN

Janney Capital Management
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Spinnaker Trust
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return
Psagot Value Holdings
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Baker Avenue Asset Management
Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return
Glovista Investments
Glovista Investments Jersey City, New Jersey $215M AUM 10.51% 1-Year Est. Return
New Century Advisors
New Century Advisors Chevy Chase, Maryland $82.1M AUM 3.88% 1-Year Est. Return
Lombard Odier Transatlantic
Lombard Odier Transatlantic Montreal, Quebec, Canada $105M AUM 10.28% 1-Year Est. Return
United Services Automobile Association
United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return

Founders Financial Securities's EUFN Position: Q1 2015 in Review

Founders Financial Securities sold out of iShares MSCI Europe Financials ETF (EUFN) in Q1 2015, closing a stake of 88,893 shares — an estimated $1.96M sold.

Founders Financial Securities first reported a position in EUFN in Q3 2014 and held it in 2 quarters. The position peaked at $1.97M in Q3 2014. 56 funds tracked by Wall St. Rank hold EUFN as of Q1 2015.

  • Founders Financial Securities reported no remaining iShares MSCI Europe Financials ETF position as of Q1 2015 after selling out during the quarter.
  • Founders Financial Securities sold 88,893 iShares MSCI Europe Financials ETF shares in Q1 2015, an estimated $1.96M.
  • Founders Financial Securities first reported a position in iShares MSCI Europe Financials ETF in Q3 2014 and held it in 2 quarters.
  • Founders Financial Securities's iShares MSCI Europe Financials ETF position peaked at $1.97M in Q3 2014.
  • 56 funds tracked by Wall St. Rank held iShares MSCI Europe Financials ETF as of Q1 2015.

Based on Founders Financial Securities's 13F filing for Q1 2015, filed 22 Apr 2015.