SMH
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Sanders Morris Harris’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Sanders Morris Harris’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
-46,020
Closed -$3.01M – 177
2016
Q2 		$3.01M Buy
46,020
+252
+0.6% +$16.7K 0.7% 29
2016
Q1 		$3.01M Buy
+45,768
New +$2.89M 0.52% 38

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

Sanders Morris Harris's EFG Position: Q3 2016 in Review

Sanders Morris Harris sold out of iShares MSCI EAFE Growth ETF (EFG) in Q3 2016, closing a stake of 46,020 shares — an estimated $3.01M sold.

Sanders Morris Harris first reported a position in EFG in Q1 2016 and held it in 2 quarters. The position peaked at $3.01M in Q1 2016. 187 funds tracked by Wall St. Rank hold EFG as of Q3 2016.

  • Sanders Morris Harris reported no remaining iShares MSCI EAFE Growth ETF position as of Q3 2016 after selling out during the quarter.
  • Sanders Morris Harris sold 46,020 iShares MSCI EAFE Growth ETF shares in Q3 2016, an estimated $3.01M.
  • Sanders Morris Harris first reported a position in iShares MSCI EAFE Growth ETF in Q1 2016 and held it in 2 quarters.
  • Sanders Morris Harris's iShares MSCI EAFE Growth ETF position peaked at $3.01M in Q1 2016.
  • 187 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q3 2016.

Based on Sanders Morris Harris's 13F filing for Q3 2016, filed 24 Oct 2016.