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Intellectus Partners’s iShares MSCI Europe Financials ETF EUFN Stock Holding History

Intellectus Partners’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
2019
Q3 		– Sell
-10,938
Closed -$199K – 197
2019
Q2 		$199K Sell
10,938
-1,632
-13% -$30.6K 0.09% 186
2019
Q1 		$228K Buy
+12,570
New +$228K 0.1% 181
2018
Q4 		– Sell
-79,668
Closed -$1.62M – 339
2018
Q3 		$1.62M Buy
79,668
+6,183
+8% +$126K 0.57% 43
2018
Q2 		$1.49M Buy
73,485
+9,601
+15% +$216K 0.54% 42
2018
Q1 		$1.48M Buy
63,884
+24,828
+64% +$601K 0.51% 47
2017
Q4 		$910K Buy
39,056
+9,696
+33% +$224K 0.34% 75
2017
Q3 		$689K Buy
29,360
+5,264
+22% +$120K 0.29% 85
2017
Q2 		$529K Buy
+24,096
New +$516K 0.24% 97

Other funds holding EUFN

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
BIG
Boothe Investment Group Dover, Delaware $317M AUM 23.92% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return