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Independent Portfolio Consultants’s iShares MSCI Europe Financials ETF EUFN Stock Holding History

Independent Portfolio Consultants’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
Q3 		– Sell
-83,460
Closed -$1.91M – 809
2015
Q2 		$1.91M Buy
+83,460
New +$1.99M 0.38% 74

Other funds holding EUFN

JCM
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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
VSWA
Vontobel Swiss Wealth Advisors Zurich, Switzerland $195M AUM 43.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return
NCA
New Century Advisors Chevy Chase, Maryland $82.1M AUM 3.88% 1-Year Est. Return

Independent Portfolio Consultants's EUFN Position: Q3 2015 in Review

Independent Portfolio Consultants sold out of iShares MSCI Europe Financials ETF (EUFN) in Q3 2015, closing a stake of 83,460 shares — an estimated $1.91M sold.

Independent Portfolio Consultants first reported a position in EUFN in Q2 2015 and held it in 1 quarter. The position peaked at $1.91M in Q2 2015. 55 funds tracked by Wall St. Rank hold EUFN as of Q3 2015.

  • Independent Portfolio Consultants reported no remaining iShares MSCI Europe Financials ETF position as of Q3 2015 after selling out during the quarter.
  • Independent Portfolio Consultants sold 83,460 iShares MSCI Europe Financials ETF shares in Q3 2015, an estimated $1.91M.
  • Independent Portfolio Consultants first reported a position in iShares MSCI Europe Financials ETF in Q2 2015 and held it in 1 quarter.
  • Independent Portfolio Consultants's iShares MSCI Europe Financials ETF position peaked at $1.91M in Q2 2015.
  • 55 funds tracked by Wall St. Rank held iShares MSCI Europe Financials ETF as of Q3 2015.

Based on Independent Portfolio Consultants's 13F filing for Q3 2015, filed 19 Oct 2015.