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Sage Advisory Services’s iShares MSCI Europe Financials ETF EUFN Stock Holding History

Sage Advisory 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
2020
Q1 		– Sell
-97,515
Closed -$1.9M – 52
2019
Q4 		$1.9M Buy
+97,515
New +$1.81M 0.6% 31

Other funds holding EUFN

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Sage Advisory Services's EUFN Position: Q1 2020 in Review

Sage Advisory Services sold out of iShares MSCI Europe Financials ETF (EUFN) in Q1 2020, closing a stake of 97,515 shares — an estimated $1.9M sold.

Sage Advisory Services first reported a position in EUFN in Q4 2019 and held it in 1 quarter. The position peaked at $1.9M in Q4 2019. 80 funds tracked by Wall St. Rank hold EUFN as of Q1 2020.

  • Sage Advisory Services reported no remaining iShares MSCI Europe Financials ETF position as of Q1 2020 after selling out during the quarter.
  • Sage Advisory Services sold 97,515 iShares MSCI Europe Financials ETF shares in Q1 2020, an estimated $1.9M.
  • Sage Advisory Services first reported a position in iShares MSCI Europe Financials ETF in Q4 2019 and held it in 1 quarter.
  • Sage Advisory Services's iShares MSCI Europe Financials ETF position peaked at $1.9M in Q4 2019.
  • 80 funds tracked by Wall St. Rank held iShares MSCI Europe Financials ETF as of Q1 2020.

Based on Sage Advisory Services's 13F filing for Q1 2020, filed 30 Apr 2020.