MWVC
EUFN icon

Morgens Waterfall Vintiadis & Co’s iShares MSCI Europe Financials ETF EUFN Stock Holding History

Morgens Waterfall Vintiadis & 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
Q3 		– Sell
-35,000
Closed -$768K – 51
2017
Q2 		$768K Buy
+35,000
New +$750K 0.75% 42
2017
Q1 		– Sell
-35,000
Closed -$664K – 56
2016
Q4 		$664K Buy
+35,000
New +$634K 0.64% 39

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
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.95B AUM 25.05% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Morgens Waterfall Vintiadis & Co's EUFN Position: Q3 2017 in Review

Morgens Waterfall Vintiadis & Co sold out of iShares MSCI Europe Financials ETF (EUFN) in Q3 2017, closing a stake of 35,000 shares — an estimated $768K sold.

Morgens Waterfall Vintiadis & Co first reported a position in EUFN in Q4 2016 and held it in 2 quarters. The position peaked at $768K in Q2 2017. 117 funds tracked by Wall St. Rank hold EUFN as of Q3 2017.

  • Morgens Waterfall Vintiadis & Co reported no remaining iShares MSCI Europe Financials ETF position as of Q3 2017 after selling out during the quarter.
  • Morgens Waterfall Vintiadis & Co sold 35,000 iShares MSCI Europe Financials ETF shares in Q3 2017, an estimated $768K.
  • Morgens Waterfall Vintiadis & Co first reported a position in iShares MSCI Europe Financials ETF in Q4 2016 and held it in 2 quarters.
  • Morgens Waterfall Vintiadis & Co's iShares MSCI Europe Financials ETF position peaked at $768K in Q2 2017.
  • 117 funds tracked by Wall St. Rank held iShares MSCI Europe Financials ETF as of Q3 2017.

Based on Morgens Waterfall Vintiadis & Co's 13F filing for Q3 2017, filed 14 Nov 2017.