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Seneca House Advisors’s iShare MSCI Eurozone ETF EZU Stock Holding History

Seneca House 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
2018
Q4 		– Sell
-202,411
Closed -$8.3M – 94
2018
Q3 		$8.3M Sell
202,411
-5,544
-3% -$230K 6.5% 3
2018
Q2 		$8.53M Buy
207,955
+3,134
+2% +$137K 6.93% 1
2018
Q1 		$8.88M Buy
204,821
+13,050
+7% +$581K 7.43% 1
2017
Q4 		$8.32M Buy
+191,771
New +$8.33M 7.12% 1

Other funds holding EZU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Seneca House Advisors's EZU Position: Q4 2018 in Review

Seneca House Advisors sold out of iShare MSCI Eurozone ETF (EZU) in Q4 2018, closing a stake of 202,411 shares — an estimated $8.3M sold.

Seneca House Advisors first reported a position in EZU in Q4 2017 and held it in 4 quarters. The position peaked at $8.88M in Q1 2018. 229 funds tracked by Wall St. Rank hold EZU as of Q4 2018.

  • Seneca House Advisors reported no remaining iShare MSCI Eurozone ETF position as of Q4 2018 after selling out during the quarter.
  • Seneca House Advisors sold 202,411 iShare MSCI Eurozone ETF shares in Q4 2018, an estimated $8.3M.
  • Seneca House Advisors first reported a position in iShare MSCI Eurozone ETF in Q4 2017 and held it in 4 quarters.
  • Seneca House Advisors's iShare MSCI Eurozone ETF position peaked at $8.88M in Q1 2018.
  • 229 funds tracked by Wall St. Rank held iShare MSCI Eurozone ETF as of Q4 2018.

Based on Seneca House Advisors's 13F filing for Q4 2018, filed 14 Jan 2019.