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Paradigm Financial Advisors’s iShares MSCI Europe Financials ETF EUFN Stock Holding History

Paradigm Financial Advisors’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
Q3 		– Sell
-5,000
Closed -$101K – 133
2018
Q2 		$101K Hold
5,000
– – 0.04% 115
2018
Q1 		$115K Buy
+5,000
New +$121K 0.05% 118

Other funds holding EUFN

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
BIG
Boothe Investment Group Dover, Delaware $317M AUM 23.92% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

Paradigm Financial Advisors's EUFN Position: Q3 2019 in Review

Paradigm Financial Advisors sold out of iShares MSCI Europe Financials ETF (EUFN) in Q3 2019, closing a stake of 13,615 shares — an estimated $247K sold.

Paradigm Financial Advisors first reported a position in EUFN in Q2 2017 and held it in 9 quarters. The position peaked at $475K in Q1 2018. 85 funds tracked by Wall St. Rank hold EUFN as of Q3 2019.

  • Paradigm Financial Advisors reported no remaining iShares MSCI Europe Financials ETF position as of Q3 2019 after selling out during the quarter.
  • Paradigm Financial Advisors sold 13,615 iShares MSCI Europe Financials ETF shares in Q3 2019, an estimated $247K.
  • Paradigm Financial Advisors first reported a position in iShares MSCI Europe Financials ETF in Q2 2017 and held it in 9 quarters.
  • Paradigm Financial Advisors's iShares MSCI Europe Financials ETF position peaked at $475K in Q1 2018.
  • 85 funds tracked by Wall St. Rank held iShares MSCI Europe Financials ETF as of Q3 2019.

Based on Paradigm Financial Advisors's 13F filing for Q3 2019, filed 4 Nov 2019.