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Silver Bridge Capital Management’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Silver Bridge Capital Management’s Portfolio EFV Stock Details EFV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-95,980
Closed -$4.64M – 60
2013
Q2 		$4.64M Buy
+95,980
New +$4.93M 0.84% 17

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Wells Fargo
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Royal Bank of Canada
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Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
TAG
Tactical Allocation Group Birmingham, Michigan $62.6M AUM 2.17% 1-Year Est. Return

Silver Bridge Capital Management's EFV Position: Q3 2013 in Review

Silver Bridge Capital Management sold out of iShares MSCI EAFE Value ETF (EFV) in Q3 2013, closing a stake of 95,980 shares — an estimated $4.64M sold.

Silver Bridge Capital Management first reported a position in EFV in Q2 2013 and held it in 1 quarter. The position peaked at $4.64M in Q2 2013. 138 funds tracked by Wall St. Rank hold EFV as of Q3 2013.

  • Silver Bridge Capital Management reported no remaining iShares MSCI EAFE Value ETF position as of Q3 2013 after selling out during the quarter.
  • Silver Bridge Capital Management sold 95,980 iShares MSCI EAFE Value ETF shares in Q3 2013, an estimated $4.64M.
  • Silver Bridge Capital Management first reported a position in iShares MSCI EAFE Value ETF in Q2 2013 and held it in 1 quarter.
  • Silver Bridge Capital Management's iShares MSCI EAFE Value ETF position peaked at $4.64M in Q2 2013.
  • 138 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q3 2013.

Based on Silver Bridge Capital Management's 13F filing for Q3 2013.