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Orca Investment Management’s iShares MSCI Europe Financials ETF EUFN Stock Holding History

Orca Investment Management’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
-82,146
Closed -$1.29M – 72
2016
Q2 		$1.29M Buy
+82,146
New +$1.47M 1.26% 32

Other funds holding EUFN

BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $2.73B AUM 28.24% 1-Year Est. Return

Orca Investment Management's EUFN Position: Q3 2016 in Review

Orca Investment Management sold out of iShares MSCI Europe Financials ETF (EUFN) in Q3 2016, closing a stake of 82,146 shares — an estimated $1.29M sold.

Orca Investment Management first reported a position in EUFN in Q2 2016 and held it in 1 quarter. The position peaked at $1.29M in Q2 2016. 76 funds tracked by Wall St. Rank hold EUFN as of Q3 2016.

  • Orca Investment Management reported no remaining iShares MSCI Europe Financials ETF position as of Q3 2016 after selling out during the quarter.
  • Orca Investment Management sold 82,146 iShares MSCI Europe Financials ETF shares in Q3 2016, an estimated $1.29M.
  • Orca Investment Management first reported a position in iShares MSCI Europe Financials ETF in Q2 2016 and held it in 1 quarter.
  • Orca Investment Management's iShares MSCI Europe Financials ETF position peaked at $1.29M in Q2 2016.
  • 76 funds tracked by Wall St. Rank held iShares MSCI Europe Financials ETF as of Q3 2016.

Based on Orca Investment Management's 13F filing for Q3 2016, filed 31 Oct 2016.