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Sonora Investment Management’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Sonora Investment 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
2016
Q2 		– Sell
-98
Closed -$4.6K – 887
2016
Q1 		$4.6K Buy
+98
New +$4.24K ﹤0.01% 745

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PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Bank of America
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US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
EA
Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return

Sonora Investment Management's EFV Position: Q2 2016 in Review

Sonora Investment Management sold out of iShares MSCI EAFE Value ETF (EFV) in Q2 2016, closing a stake of 98 shares — an estimated $4.6K sold.

Sonora Investment Management first reported a position in EFV in Q1 2016 and held it in 1 quarter. The position peaked at $4.6K in Q1 2016. 185 funds tracked by Wall St. Rank hold EFV as of Q2 2016.

  • Sonora Investment Management reported no remaining iShares MSCI EAFE Value ETF position as of Q2 2016 after selling out during the quarter.
  • Sonora Investment Management sold 98 iShares MSCI EAFE Value ETF shares in Q2 2016, an estimated $4.6K.
  • Sonora Investment Management first reported a position in iShares MSCI EAFE Value ETF in Q1 2016 and held it in 1 quarter.
  • Sonora Investment Management's iShares MSCI EAFE Value ETF position peaked at $4.6K in Q1 2016.
  • 185 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2016.

Based on Sonora Investment Management's 13F filing for Q2 2016, filed 15 Jul 2016.