MSI Financial Services’s iShares MSCI Europe Financials ETF EUFN Stock Holding History

MSI Financial Services’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
2016 Q4	$563K	Buy	29,697 +28,510	+2,402%	+$516K	0.02%	650
2016 Q3	$20K	Buy	1,187 +882	+289%	+$14.6K	﹤0.01%	2363
2016 Q2	$5K	Sell	305 -4,854	-94%	-$87.1K	﹤0.01%	3134
2016 Q1	$92K	Hold	5,159	–	–	﹤0.01%	1384
2015 Q4	$105K	Buy	+5,159	New	+$109K	﹤0.01%	1267
2015 Q2	–	Sell	-400	Closed	-$9K	–	3126
2015 Q1	$9K	Buy	+400	New	+$8.9K	﹤0.01%	2189
2014 Q1	–	Sell	-122	Closed	-$3K	–	2540
2013 Q4	$3K	Buy	+122	New	+$2.93K	﹤0.01%	2138

Other funds holding EUFN

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Manifold Partners San Francisco, California $10.4M AUM 5.49% 1-Year Est. Return

MSI Financial Services's EUFN Position: Q4 2016 in Review

MSI Financial Services increased its iShares MSCI Europe Financials ETF (EUFN) stake by 2,402% in Q4 2016, buying an estimated $516K and bringing the position to 29,697 shares worth $563K. The position accounts for 0.02% of the portfolio, ranked #650.

MSI Financial Services first reported a position in EUFN in Q4 2013 and has held it in 7 quarters since. 78 funds tracked by Wall St. Rank hold EUFN as of Q4 2016.

MSI Financial Services held 29,697 shares of iShares MSCI Europe Financials ETF worth $563K as of Q4 2016.
MSI Financial Services bought 28,510 iShares MSCI Europe Financials ETF shares in Q4 2016, an estimated $516K.
iShares MSCI Europe Financials ETF made up 0.02% of MSI Financial Services's portfolio in Q4 2016, its #650 holding.
MSI Financial Services first reported a position in iShares MSCI Europe Financials ETF in Q4 2013 and has held it in 7 quarters since.
78 funds tracked by Wall St. Rank held iShares MSCI Europe Financials ETF as of Q4 2016.

Based on MSI Financial Services's 13F filing for Q4 2016, filed 13 Jan 2017.