NEIRG
EUFN icon

New England Investment & Retirement Group’s iShares MSCI Europe Financials ETF EUFN Stock Holding History

New England Investment & Retirement Group’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
2018
Q2 		– Sell
-10,322
Closed -$238K – 51
2018
Q1 		$238K Buy
10,322
+962
+10% +$23.3K 0.13% 49
2017
Q4 		$218K Sell
9,360
-1,600
-15% -$37K 0.11% 52
2017
Q3 		$257K Buy
10,960
+1,243
+13% +$28.4K 0.14% 47
2017
Q2 		$213K Buy
+9,717
New +$208K 0.12% 48

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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 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
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

New England Investment & Retirement Group's EUFN Position: Q2 2018 in Review

New England Investment & Retirement Group sold out of iShares MSCI Europe Financials ETF (EUFN) in Q2 2018, closing a stake of 10,322 shares — an estimated $238K sold.

New England Investment & Retirement Group first reported a position in EUFN in Q2 2017 and held it in 4 quarters. The position peaked at $257K in Q3 2017. 126 funds tracked by Wall St. Rank hold EUFN as of Q2 2018.

  • New England Investment & Retirement Group reported no remaining iShares MSCI Europe Financials ETF position as of Q2 2018 after selling out during the quarter.
  • New England Investment & Retirement Group sold 10,322 iShares MSCI Europe Financials ETF shares in Q2 2018, an estimated $238K.
  • New England Investment & Retirement Group first reported a position in iShares MSCI Europe Financials ETF in Q2 2017 and held it in 4 quarters.
  • New England Investment & Retirement Group's iShares MSCI Europe Financials ETF position peaked at $257K in Q3 2017.
  • 126 funds tracked by Wall St. Rank held iShares MSCI Europe Financials ETF as of Q2 2018.

Based on New England Investment & Retirement Group's 13F filing for Q2 2018, filed 1 Aug 2018.