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Perigon Wealth Management’s iShares MSCI Europe Financials ETF EUFN Stock Holding History

Perigon Wealth 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
2019
Q3 		– Sell
-10,450
Closed -$190K – 248
2019
Q2 		$190K Sell
10,450
-400
-4% -$7.49K 0.04% 233
2019
Q1 		$210K Sell
10,850
-2,750
-20% -$49.9K 0.05% 211
2018
Q4 		$249K Buy
+13,600
New +$250K 0.06% 180

Other funds holding EUFN

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.95B AUM 25.05% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 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 $43.9B AUM 121.74% 1-Year Est. Return

Perigon Wealth Management's EUFN Position: Q3 2019 in Review

Perigon Wealth Management sold out of iShares MSCI Europe Financials ETF (EUFN) in Q3 2019, closing a stake of 10,450 shares — an estimated $190K sold.

Perigon Wealth Management first reported a position in EUFN in Q4 2018 and held it in 3 quarters. The position peaked at $249K in Q4 2018. 85 funds tracked by Wall St. Rank hold EUFN as of Q3 2019.

  • Perigon Wealth Management reported no remaining iShares MSCI Europe Financials ETF position as of Q3 2019 after selling out during the quarter.
  • Perigon Wealth Management sold 10,450 iShares MSCI Europe Financials ETF shares in Q3 2019, an estimated $190K.
  • Perigon Wealth Management first reported a position in iShares MSCI Europe Financials ETF in Q4 2018 and held it in 3 quarters.
  • Perigon Wealth Management's iShares MSCI Europe Financials ETF position peaked at $249K in Q4 2018.
  • 85 funds tracked by Wall St. Rank held iShares MSCI Europe Financials ETF as of Q3 2019.

Based on Perigon Wealth Management's 13F filing for Q3 2019, filed 25 Oct 2019.