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Ground Swell Capital’s iShares MSCI Europe Financials ETF EUFN Stock Holding History

Ground Swell Capital’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
2014
Q3 		$2K Sell
90
-69
-43% -$1.67K ﹤0.01% 1881
2014
Q2 		$4K Buy
+159
New +$4.08K 0.01% 1175

Other funds holding EUFN

HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Ground Swell Capital's EUFN Position: Q3 2014 in Review

Ground Swell Capital reduced its iShares MSCI Europe Financials ETF (EUFN) stake by 43% in Q3 2014, selling an estimated $1.67K and leaving 90 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1881.

Ground Swell Capital first reported a position in EUFN in Q2 2014 and has held it in 2 quarters since. The position peaked at $4K in Q2 2014. 51 funds tracked by Wall St. Rank hold EUFN as of Q3 2014.

  • Ground Swell Capital held 90 shares of iShares MSCI Europe Financials ETF worth $2K as of Q3 2014.
  • Ground Swell Capital sold 69 iShares MSCI Europe Financials ETF shares in Q3 2014, an estimated $1.67K.
  • iShares MSCI Europe Financials ETF made up ﹤0.01% of Ground Swell Capital's portfolio in Q3 2014, its #1881 holding.
  • Ground Swell Capital first reported a position in iShares MSCI Europe Financials ETF in Q2 2014 and has held it in 2 quarters since.
  • Ground Swell Capital's iShares MSCI Europe Financials ETF position peaked at $4K in Q2 2014.
  • 51 funds tracked by Wall St. Rank held iShares MSCI Europe Financials ETF as of Q3 2014.

Based on Ground Swell Capital's 13F filing for Q3 2014, filed 6 Nov 2014.