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Oak Grove Capital’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Oak Grove Capital’s Portfolio EFG Stock Details EFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-55
Closed -$4K – 88
2018
Q3 		$4K Hold
55
– – ﹤0.01% 134
2018
Q2 		$4K Hold
55
– – ﹤0.01% 136
2018
Q1 		$4K Buy
+55
New +$4.49K ﹤0.01% 140

Other funds holding EFG

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Oak Grove Capital's EFG Position: Q4 2018 in Review

Oak Grove Capital sold out of iShares MSCI EAFE Growth ETF (EFG) in Q4 2018, closing a stake of 55 shares — an estimated $4K sold.

Oak Grove Capital first reported a position in EFG in Q1 2018 and held it in 3 quarters. The position peaked at $4K in Q3 2018. 303 funds tracked by Wall St. Rank hold EFG as of Q4 2018.

  • Oak Grove Capital reported no remaining iShares MSCI EAFE Growth ETF position as of Q4 2018 after selling out during the quarter.
  • Oak Grove Capital sold 55 iShares MSCI EAFE Growth ETF shares in Q4 2018, an estimated $4K.
  • Oak Grove Capital first reported a position in iShares MSCI EAFE Growth ETF in Q1 2018 and held it in 3 quarters.
  • Oak Grove Capital's iShares MSCI EAFE Growth ETF position peaked at $4K in Q3 2018.
  • 303 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q4 2018.

Based on Oak Grove Capital's 13F filing for Q4 2018, filed 15 Feb 2019.