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Placemark Investments’s iShares MSCI Europe Financials ETF EUFN Stock Holding History

Placemark Investments’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
2014
Q4 		$661K Sell
30,095
-15,334
-34% -$349K 0.01% 1063
2014
Q3 		$1.07M Buy
45,429
+20,861
+85% +$505K 0.02% 828
2014
Q2 		$605K Buy
24,568
+5,250
+27% +$135K 0.01% 1104
2014
Q1 		$490K Buy
19,318
+3,255
+20% +$81.9K 0.01% 1137
2013
Q4 		$404K Buy
16,063
+3,964
+33% +$95.1K 0.01% 1229
2013
Q3 		$274K Buy
+12,099
New +$265K 0.01% 1361

Other funds holding EUFN

HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return
JCM
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NCA
New Century Advisors Chevy Chase, Maryland $82.1M AUM 3.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Placemark Investments's EUFN Position: Q4 2014 in Review

Placemark Investments reduced its iShares MSCI Europe Financials ETF (EUFN) stake by 34% in Q4 2014, selling an estimated $349K and leaving 30,095 shares worth $661K. The position accounts for 0.01% of the portfolio, ranked #1063.

Placemark Investments first reported a position in EUFN in Q3 2013 and has held it in 6 quarters since. The position peaked at $1.07M in Q3 2014. 56 funds tracked by Wall St. Rank hold EUFN as of Q4 2014.

  • Placemark Investments held 30,095 shares of iShares MSCI Europe Financials ETF worth $661K as of Q4 2014.
  • Placemark Investments sold 15,334 iShares MSCI Europe Financials ETF shares in Q4 2014, an estimated $349K.
  • iShares MSCI Europe Financials ETF made up 0.01% of Placemark Investments's portfolio in Q4 2014, its #1063 holding.
  • Placemark Investments first reported a position in iShares MSCI Europe Financials ETF in Q3 2013 and has held it in 6 quarters since.
  • Placemark Investments's iShares MSCI Europe Financials ETF position peaked at $1.07M in Q3 2014.
  • 56 funds tracked by Wall St. Rank held iShares MSCI Europe Financials ETF as of Q4 2014.

Based on Placemark Investments's 13F filing for Q4 2014, filed 17 Feb 2015.