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Klingman & Associates’s iShare MSCI Eurozone ETF EZU Stock Holding History

Klingman & Associates’s Portfolio EZU Stock Details EZU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-185
Closed -$6K – 409
2015
Q3 		$6K Hold
185
– – ﹤0.01% 347
2015
Q2 		$7K Hold
185
– – ﹤0.01% 328
2015
Q1 		$7K Hold
185
– – ﹤0.01% 295
2014
Q4 		$6K Buy
+185
New +$6.88K ﹤0.01% 310

Other funds holding EZU

BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Klingman & Associates's EZU Position: Q4 2015 in Review

Klingman & Associates sold out of iShare MSCI Eurozone ETF (EZU) in Q4 2015, closing a stake of 185 shares — an estimated $6K sold.

Klingman & Associates first reported a position in EZU in Q4 2014 and held it in 4 quarters. The position peaked at $7K in Q2 2015. 177 funds tracked by Wall St. Rank hold EZU as of Q4 2015.

  • Klingman & Associates reported no remaining iShare MSCI Eurozone ETF position as of Q4 2015 after selling out during the quarter.
  • Klingman & Associates sold 185 iShare MSCI Eurozone ETF shares in Q4 2015, an estimated $6K.
  • Klingman & Associates first reported a position in iShare MSCI Eurozone ETF in Q4 2014 and held it in 4 quarters.
  • Klingman & Associates's iShare MSCI Eurozone ETF position peaked at $7K in Q2 2015.
  • 177 funds tracked by Wall St. Rank held iShare MSCI Eurozone ETF as of Q4 2015.

Based on Klingman & Associates's 13F filing for Q4 2015, filed 9 Feb 2016.