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Patton Albertson Miller Group’s iShares MSCI EAFE ETF EFA Stock Holding History

Patton Albertson Miller Group’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
2018
Q4 		– Sell
-1,000
Closed -$61K – 167
2018
Q3 		$61K Buy
+1,000
New +$67.5K 0.03% 162

Other funds holding EFA

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Patton Albertson Miller Group's EFA Position: Q4 2018 in Review

Patton Albertson Miller Group sold out of iShares MSCI EAFE ETF (EFA) in Q4 2018, closing a stake of 1,000 shares — an estimated $61K sold.

Patton Albertson Miller Group first reported a position in EFA in Q3 2018 and held it in 1 quarter. The position peaked at $61K in Q3 2018. 1,401 funds tracked by Wall St. Rank hold EFA as of Q4 2018.

  • Patton Albertson Miller Group reported no remaining iShares MSCI EAFE ETF position as of Q4 2018 after selling out during the quarter.
  • Patton Albertson Miller Group sold 1,000 iShares MSCI EAFE ETF shares in Q4 2018, an estimated $61K.
  • Patton Albertson Miller Group first reported a position in iShares MSCI EAFE ETF in Q3 2018 and held it in 1 quarter.
  • Patton Albertson Miller Group's iShares MSCI EAFE ETF position peaked at $61K in Q3 2018.
  • 1,401 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q4 2018.

Based on Patton Albertson Miller Group's 13F filing for Q4 2018, filed 12 Feb 2019.