Stone House Investment Management’s iShares MSCI Europe Financials ETF EUFN Stock Holding History

Stone House Investment Management’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
2018 Q1	–	Sell	-41,029	Closed	-$956K	–	45
2017 Q4	$956K	Sell	41,029 -950	-2%	-$22K	0.65%	26
2017 Q3	$986K	Sell	41,979 -10,913	-21%	-$250K	0.7%	27
2017 Q2	$1.16M	Sell	52,892 -2,769	-5%	-$59.3K	0.83%	28
2017 Q1	$1.13M	Buy	+55,661	New	+$1.1M	0.85%	27

Other funds holding EUFN

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

PPFA

Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.95B AUM 25.05% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

Stone House Investment Management's EUFN Position: Q1 2018 in Review

Stone House Investment Management sold out of iShares MSCI Europe Financials ETF (EUFN) in Q1 2018, closing a stake of 41,029 shares — an estimated $956K sold.

Stone House Investment Management first reported a position in EUFN in Q1 2017 and held it in 4 quarters. The position peaked at $1.16M in Q2 2017. 143 funds tracked by Wall St. Rank hold EUFN as of Q1 2018.

Stone House Investment Management reported no remaining iShares MSCI Europe Financials ETF position as of Q1 2018 after selling out during the quarter.
Stone House Investment Management sold 41,029 iShares MSCI Europe Financials ETF shares in Q1 2018, an estimated $956K.
Stone House Investment Management first reported a position in iShares MSCI Europe Financials ETF in Q1 2017 and held it in 4 quarters.
Stone House Investment Management's iShares MSCI Europe Financials ETF position peaked at $1.16M in Q2 2017.
143 funds tracked by Wall St. Rank held iShares MSCI Europe Financials ETF as of Q1 2018.

Based on Stone House Investment Management's 13F filing for Q1 2018, filed 16 Apr 2018.