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Oxford Asset Management’s iShares MSCI EAFE ETF EFA Stock Holding History

Oxford Asset Management’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
2017
Q4 		– Sell
-80,855
Closed -$5.5M – 1664
2017
Q3 		$5.5M Buy
80,855
+28,911
+56% +$1.93M 0.11% 203
2017
Q2 		$3.39M Buy
51,944
+1,139
+2% +$73.7K 0.07% 338
2017
Q1 		$3.17M Buy
+50,805
New +$3.07M 0.08% 267

Other funds holding EFA

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Oxford Asset Management's EFA Position: Q4 2017 in Review

Oxford Asset Management sold out of iShares MSCI EAFE ETF (EFA) in Q4 2017, closing a stake of 80,855 shares — an estimated $5.5M sold.

Oxford Asset Management first reported a position in EFA in Q1 2017 and held it in 3 quarters. The position peaked at $5.5M in Q3 2017. 1,292 funds tracked by Wall St. Rank hold EFA as of Q4 2017.

  • Oxford Asset Management reported no remaining iShares MSCI EAFE ETF position as of Q4 2017 after selling out during the quarter.
  • Oxford Asset Management sold 80,855 iShares MSCI EAFE ETF shares in Q4 2017, an estimated $5.5M.
  • Oxford Asset Management first reported a position in iShares MSCI EAFE ETF in Q1 2017 and held it in 3 quarters.
  • Oxford Asset Management's iShares MSCI EAFE ETF position peaked at $5.5M in Q3 2017.
  • 1,292 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q4 2017.

Based on Oxford Asset Management's 13F filing for Q4 2017, filed 13 Feb 2018.