Stamos Capital Partners’s iShares MSCI Europe Financials ETF EUFN Stock Holding History

Stamos Capital Partners’s Portfolio EUFN Stock Details EUFN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-25,800	Closed	-$503K	–	84
2019 Q4	$503K	Buy	+25,800	New	+$479K	0.41%	35
2019 Q2	–	Sell	-27,000	Closed	-$509K	–	65
2019 Q1	$509K	Sell	27,000 -148,000	-85%	-$2.68M	0.65%	45
2018 Q4	$2.97M	Buy	+175,000	New	+$3.22M	2.24%	14

Other funds holding EUFN

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

PPFA

Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return

MIM

Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Stamos Capital Partners's EUFN Position: Q1 2020 in Review

Stamos Capital Partners sold out of iShares MSCI Europe Financials ETF (EUFN) in Q1 2020, closing a stake of 25,800 shares — an estimated $503K sold.

Stamos Capital Partners first reported a position in EUFN in Q4 2018 and held it in 3 quarters. The position peaked at $2.97M in Q4 2018. 80 funds tracked by Wall St. Rank hold EUFN as of Q1 2020.

Stamos Capital Partners reported no remaining iShares MSCI Europe Financials ETF position as of Q1 2020 after selling out during the quarter.
Stamos Capital Partners sold 25,800 iShares MSCI Europe Financials ETF shares in Q1 2020, an estimated $503K.
Stamos Capital Partners first reported a position in iShares MSCI Europe Financials ETF in Q4 2018 and held it in 3 quarters.
Stamos Capital Partners's iShares MSCI Europe Financials ETF position peaked at $2.97M in Q4 2018.
80 funds tracked by Wall St. Rank held iShares MSCI Europe Financials ETF as of Q1 2020.

Based on Stamos Capital Partners's 13F filing for Q1 2020, filed 15 May 2020.