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J.M. Forbes & Co’s iShares MSCI Europe Financials ETF EUFN Stock Holding History

J.M. Forbes & Co’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
2018
Q3 		– Sell
-401,792
Closed -$8.13M – 106
2018
Q2 		$8.13M Buy
401,792
+3,015
+0.8% +$67.9K 1.82% 27
2018
Q1 		$9.21M Buy
398,777
+272,183
+215% +$6.59M 2.15% 19
2017
Q4 		$2.95M Buy
+126,594
New +$2.93M 0.68% 46

Other funds holding EUFN

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
X
Xponance Philadelphia, Pennsylvania $16.3B AUM 44.61% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

J.M. Forbes & Co's EUFN Position: Q3 2018 in Review

J.M. Forbes & Co sold out of iShares MSCI Europe Financials ETF (EUFN) in Q3 2018, closing a stake of 401,792 shares — an estimated $8.13M sold.

J.M. Forbes & Co first reported a position in EUFN in Q4 2017 and held it in 3 quarters. The position peaked at $9.21M in Q1 2018. 117 funds tracked by Wall St. Rank hold EUFN as of Q3 2018.

  • J.M. Forbes & Co reported no remaining iShares MSCI Europe Financials ETF position as of Q3 2018 after selling out during the quarter.
  • J.M. Forbes & Co sold 401,792 iShares MSCI Europe Financials ETF shares in Q3 2018, an estimated $8.13M.
  • J.M. Forbes & Co first reported a position in iShares MSCI Europe Financials ETF in Q4 2017 and held it in 3 quarters.
  • J.M. Forbes & Co's iShares MSCI Europe Financials ETF position peaked at $9.21M in Q1 2018.
  • 117 funds tracked by Wall St. Rank held iShares MSCI Europe Financials ETF as of Q3 2018.

Based on J.M. Forbes & Co's 13F filing for Q3 2018, filed 2 Nov 2018.