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Ledyard National Bank’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Ledyard National Bank’s Portfolio EFV Stock Details EFV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-555
Closed -$25K – 364
2018
Q4 		$25K Hold
555
– – ﹤0.01% 493
2018
Q3 		$29K Sell
555
-195
-26% -$10K ﹤0.01% 480
2018
Q2 		$39K Hold
750
– – ﹤0.01% 452
2018
Q1 		$41K Hold
750
– – 0.01% 460
2017
Q4 		$41K Buy
+750
New +$41.2K 0.01% 474

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Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
FT
Fiduciary Trust Boston, Massachusetts $8.46B AUM 21.38% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ledyard National Bank's EFV Position: Q1 2019 in Review

Ledyard National Bank sold out of iShares MSCI EAFE Value ETF (EFV) in Q1 2019, closing a stake of 555 shares — an estimated $25K sold.

Ledyard National Bank first reported a position in EFV in Q4 2017 and held it in 5 quarters. The position peaked at $41K in Q1 2018. 338 funds tracked by Wall St. Rank hold EFV as of Q1 2019.

  • Ledyard National Bank reported no remaining iShares MSCI EAFE Value ETF position as of Q1 2019 after selling out during the quarter.
  • Ledyard National Bank sold 555 iShares MSCI EAFE Value ETF shares in Q1 2019, an estimated $25K.
  • Ledyard National Bank first reported a position in iShares MSCI EAFE Value ETF in Q4 2017 and held it in 5 quarters.
  • Ledyard National Bank's iShares MSCI EAFE Value ETF position peaked at $41K in Q1 2018.
  • 338 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q1 2019.

Based on Ledyard National Bank's 13F filing for Q1 2019, filed 12 Apr 2019.