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Gamble Jones Investment Counsel’s iShares MSCI EAFE ETF EFA Stock Holding History

Gamble Jones Investment Counsel’s Portfolio EFA Stock Details EFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-3,879
Closed -$224K – 203
2016
Q4 		$224K Buy
3,879
+22
+0.6% +$1.27K 0.02% 196
2016
Q3 		$228K Hold
3,857
– – 0.02% 198
2016
Q2 		$215K Sell
3,857
-286
-7% -$16.5K 0.02% 202
2016
Q1 		$237K Buy
4,143
+331
+9% +$18.2K 0.03% 192
2015
Q4 		$224K Buy
+3,812
New +$230K 0.02% 193
2013
Q4 		– Sell
-3,731
Closed -$238K – 223
2013
Q3 		$238K Buy
3,731
+81
+2% +$4.96K 0.03% 202
2013
Q2 		$209K Buy
+3,650
New +$221K 0.03% 214

Other funds holding EFA

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Gamble Jones Investment Counsel's EFA Position: Q1 2017 in Review

Gamble Jones Investment Counsel sold out of iShares MSCI EAFE ETF (EFA) in Q1 2017, closing a stake of 3,879 shares — an estimated $224K sold.

Gamble Jones Investment Counsel first reported a position in EFA in Q2 2013 and held it in 7 quarters. The position peaked at $238K in Q3 2013. 1,130 funds tracked by Wall St. Rank hold EFA as of Q1 2017.

  • Gamble Jones Investment Counsel reported no remaining iShares MSCI EAFE ETF position as of Q1 2017 after selling out during the quarter.
  • Gamble Jones Investment Counsel sold 3,879 iShares MSCI EAFE ETF shares in Q1 2017, an estimated $224K.
  • Gamble Jones Investment Counsel first reported a position in iShares MSCI EAFE ETF in Q2 2013 and held it in 7 quarters.
  • Gamble Jones Investment Counsel's iShares MSCI EAFE ETF position peaked at $238K in Q3 2013.
  • 1,130 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2017.

Based on Gamble Jones Investment Counsel's 13F filing for Q1 2017, filed 26 Apr 2017.