MYCIO Wealth Partners’s iShares MSCI Europe Financials ETF EUFN Stock Holding History

MYCIO Wealth Partners’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 Q3	–	Sell	-16,970	Closed	-$266K	–	901
2016 Q2	$266K	Buy	16,970 +16,145	+1,957%	+$290K	0.05%	142
2016 Q1	$15K	Hold	825	–	–	﹤0.01%	470
2015 Q4	$17K	Hold	825	–	–	﹤0.01%	457
2015 Q3	$17K	Hold	825	–	–	﹤0.01%	475
2015 Q2	$19K	Hold	825	–	–	﹤0.01%	436
2015 Q1	$19K	Buy	+825	New	+$18.4K	﹤0.01%	411

Other funds holding EUFN

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PVH

Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.53B AUM 37.62% 1-Year Est. Return

MYCIO Wealth Partners's EUFN Position: Q3 2016 in Review

MYCIO Wealth Partners sold out of iShares MSCI Europe Financials ETF (EUFN) in Q3 2016, closing a stake of 16,970 shares — an estimated $266K sold.

MYCIO Wealth Partners first reported a position in EUFN in Q1 2015 and held it in 6 quarters. The position peaked at $266K in Q2 2016. 76 funds tracked by Wall St. Rank hold EUFN as of Q3 2016.

MYCIO Wealth Partners reported no remaining iShares MSCI Europe Financials ETF position as of Q3 2016 after selling out during the quarter.
MYCIO Wealth Partners sold 16,970 iShares MSCI Europe Financials ETF shares in Q3 2016, an estimated $266K.
MYCIO Wealth Partners first reported a position in iShares MSCI Europe Financials ETF in Q1 2015 and held it in 6 quarters.
MYCIO Wealth Partners's iShares MSCI Europe Financials ETF position peaked at $266K in Q2 2016.
76 funds tracked by Wall St. Rank held iShares MSCI Europe Financials ETF as of Q3 2016.

Based on MYCIO Wealth Partners's 13F filing for Q3 2016, filed 3 Nov 2016.