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Rockefeller Financial Services’s iShares MSCI Europe Financials ETF EUFN Stock Holding History

Rockefeller Financial Services’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
2016
Q4 		– Sell
-22,661
Closed -$389K – 514
2016
Q3 		$389K Buy
+22,661
New +$376K 0.01% 262

Other funds holding EUFN

AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
MP
Manifold Partners San Francisco, California $10.4M AUM 5.49% 1-Year Est. Return

Rockefeller Financial Services's EUFN Position: Q4 2016 in Review

Rockefeller Financial Services sold out of iShares MSCI Europe Financials ETF (EUFN) in Q4 2016, closing a stake of 22,661 shares — an estimated $389K sold.

Rockefeller Financial Services first reported a position in EUFN in Q3 2016 and held it in 1 quarter. The position peaked at $389K in Q3 2016. 78 funds tracked by Wall St. Rank hold EUFN as of Q4 2016.

  • Rockefeller Financial Services reported no remaining iShares MSCI Europe Financials ETF position as of Q4 2016 after selling out during the quarter.
  • Rockefeller Financial Services sold 22,661 iShares MSCI Europe Financials ETF shares in Q4 2016, an estimated $389K.
  • Rockefeller Financial Services first reported a position in iShares MSCI Europe Financials ETF in Q3 2016 and held it in 1 quarter.
  • Rockefeller Financial Services's iShares MSCI Europe Financials ETF position peaked at $389K in Q3 2016.
  • 78 funds tracked by Wall St. Rank held iShares MSCI Europe Financials ETF as of Q4 2016.

Based on Rockefeller Financial Services's 13F filing for Q4 2016, filed 19 Jan 2017.