Newman Dignan & Sheerar Inc’s iShares MSCI EAFE ETF EFA Stock Holding History

Newman Dignan & Sheerar Inc’s Portfolio EFA Stock Details EFA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q3	–	Sell	-4,962	Closed	-$277K	–	147
2016 Q2	$277K	Hold	4,962	–	–	0.17%	126
2016 Q1	$284K	Sell	4,962 -200	-4%	-$11K	0.21%	111
2015 Q4	$303K	Buy	5,162 +1,280	+33%	+$77.1K	0.21%	108
2015 Q3	$223K	Sell	3,882 -1,815	-32%	-$112K	0.14%	128
2015 Q2	$362K	Buy	5,697 +2,030	+55%	+$135K	0.26%	98
2015 Q1	$235K	Buy	+3,667	New	+$231K	0.17%	131

Other funds holding EFA

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Newman Dignan & Sheerar Inc's EFA Position: Q3 2016 in Review

Newman Dignan & Sheerar Inc sold out of iShares MSCI EAFE ETF (EFA) in Q3 2016, closing a stake of 4,962 shares — an estimated $277K sold.

Newman Dignan & Sheerar Inc first reported a position in EFA in Q1 2015 and held it in 6 quarters. The position peaked at $362K in Q2 2015. 1,014 funds tracked by Wall St. Rank hold EFA as of Q3 2016.

Newman Dignan & Sheerar Inc reported no remaining iShares MSCI EAFE ETF position as of Q3 2016 after selling out during the quarter.
Newman Dignan & Sheerar Inc sold 4,962 iShares MSCI EAFE ETF shares in Q3 2016, an estimated $277K.
Newman Dignan & Sheerar Inc first reported a position in iShares MSCI EAFE ETF in Q1 2015 and held it in 6 quarters.
Newman Dignan & Sheerar Inc's iShares MSCI EAFE ETF position peaked at $362K in Q2 2015.
1,014 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2016.

Based on Newman Dignan & Sheerar Inc's 13F filing for Q3 2016, filed 27 Oct 2016.