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Partners Capital Investment Group’s iShares MSCI USA Equal Weighted ETF EUSA Stock Holding History

Partners Capital Investment Group’s Portfolio EUSA Stock Details EUSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-62,808
Closed -$3.2M – 77
2017
Q2 		$3.2M Buy
+62,808
New +$3.17M 0.61% 25

Other funds holding EUSA

USAA
United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return
RWG
Regal Wealth Group Seal Beach, California $162M AUM 19.09% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Partners Capital Investment Group's EUSA Position: Q3 2017 in Review

Partners Capital Investment Group sold out of iShares MSCI USA Equal Weighted ETF (EUSA) in Q3 2017, closing a stake of 62,808 shares — an estimated $3.2M sold.

Partners Capital Investment Group first reported a position in EUSA in Q2 2017 and held it in 1 quarter. The position peaked at $3.2M in Q2 2017. 27 funds tracked by Wall St. Rank hold EUSA as of Q3 2017.

  • Partners Capital Investment Group reported no remaining iShares MSCI USA Equal Weighted ETF position as of Q3 2017 after selling out during the quarter.
  • Partners Capital Investment Group sold 62,808 iShares MSCI USA Equal Weighted ETF shares in Q3 2017, an estimated $3.2M.
  • Partners Capital Investment Group first reported a position in iShares MSCI USA Equal Weighted ETF in Q2 2017 and held it in 1 quarter.
  • Partners Capital Investment Group's iShares MSCI USA Equal Weighted ETF position peaked at $3.2M in Q2 2017.
  • 27 funds tracked by Wall St. Rank held iShares MSCI USA Equal Weighted ETF as of Q3 2017.

Based on Partners Capital Investment Group's 13F filing for Q3 2017, filed 13 Nov 2017.