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Sage Capital Advisors’s iShare MSCI Eurozone ETF EZU Stock Holding History

Sage Capital Advisors’s Portfolio EZU Stock Details EZU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-10,536
Closed -$425K – 87
2017
Q2 		$425K Buy
+10,536
New +$421K 0.31% 62

Other funds holding EZU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.95B AUM 25.05% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Sage Capital Advisors's EZU Position: Q3 2017 in Review

Sage Capital Advisors sold out of iShare MSCI Eurozone ETF (EZU) in Q3 2017, closing a stake of 10,536 shares — an estimated $425K sold.

Sage Capital Advisors first reported a position in EZU in Q2 2017 and held it in 1 quarter. The position peaked at $425K in Q2 2017. 237 funds tracked by Wall St. Rank hold EZU as of Q3 2017.

  • Sage Capital Advisors reported no remaining iShare MSCI Eurozone ETF position as of Q3 2017 after selling out during the quarter.
  • Sage Capital Advisors sold 10,536 iShare MSCI Eurozone ETF shares in Q3 2017, an estimated $425K.
  • Sage Capital Advisors first reported a position in iShare MSCI Eurozone ETF in Q2 2017 and held it in 1 quarter.
  • Sage Capital Advisors's iShare MSCI Eurozone ETF position peaked at $425K in Q2 2017.
  • 237 funds tracked by Wall St. Rank held iShare MSCI Eurozone ETF as of Q3 2017.

Based on Sage Capital Advisors's 13F filing for Q3 2017, filed 30 Nov 2017.