LJAC
EUFN icon

L.J. Altfest & Co’s iShares MSCI Europe Financials ETF EUFN Stock Holding History

L.J. Altfest & 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
2017
Q4 		– Sell
-25,052
Closed -$588K – 158
2017
Q3 		$588K Buy
+25,052
New +$573K 0.29% 90

Other funds holding EUFN

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.95B AUM 25.05% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

L.J. Altfest & Co's EUFN Position: Q4 2017 in Review

L.J. Altfest & Co sold out of iShares MSCI Europe Financials ETF (EUFN) in Q4 2017, closing a stake of 25,052 shares — an estimated $588K sold.

L.J. Altfest & Co first reported a position in EUFN in Q3 2017 and held it in 1 quarter. The position peaked at $588K in Q3 2017. 134 funds tracked by Wall St. Rank hold EUFN as of Q4 2017.

  • L.J. Altfest & Co reported no remaining iShares MSCI Europe Financials ETF position as of Q4 2017 after selling out during the quarter.
  • L.J. Altfest & Co sold 25,052 iShares MSCI Europe Financials ETF shares in Q4 2017, an estimated $588K.
  • L.J. Altfest & Co first reported a position in iShares MSCI Europe Financials ETF in Q3 2017 and held it in 1 quarter.
  • L.J. Altfest & Co's iShares MSCI Europe Financials ETF position peaked at $588K in Q3 2017.
  • 134 funds tracked by Wall St. Rank held iShares MSCI Europe Financials ETF as of Q4 2017.

Based on L.J. Altfest & Co's 13F filing for Q4 2017, filed 12 Feb 2018.