RCG
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Ruggie Capital Group’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Ruggie Capital Group’s Portfolio EFG Stock Details EFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-1,065
Closed -$70K – 194
2016
Q2 		$70K Buy
+1,065
New +$70.4K 0.06% 84

Other funds holding EFG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Ruggie Capital Group's EFG Position: Q3 2016 in Review

Ruggie Capital Group sold out of iShares MSCI EAFE Growth ETF (EFG) in Q3 2016, closing a stake of 1,065 shares — an estimated $70K sold.

Ruggie Capital Group first reported a position in EFG in Q2 2016 and held it in 1 quarter. The position peaked at $70K in Q2 2016. 187 funds tracked by Wall St. Rank hold EFG as of Q3 2016.

  • Ruggie Capital Group reported no remaining iShares MSCI EAFE Growth ETF position as of Q3 2016 after selling out during the quarter.
  • Ruggie Capital Group sold 1,065 iShares MSCI EAFE Growth ETF shares in Q3 2016, an estimated $70K.
  • Ruggie Capital Group first reported a position in iShares MSCI EAFE Growth ETF in Q2 2016 and held it in 1 quarter.
  • Ruggie Capital Group's iShares MSCI EAFE Growth ETF position peaked at $70K in Q2 2016.
  • 187 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q3 2016.

Based on Ruggie Capital Group's 13F filing for Q3 2016, filed 10 Nov 2016.