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Syntal Capital Partners’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Syntal Capital Partners’s Portfolio EFG Stock Details EFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-1,920
Closed -$126K – 179
2014
Q4 		$126K Hold
1,920
– – 0.07% 90
2014
Q3 		$130K Hold
1,920
– – 0.06% 89
2014
Q2 		$139K Sell
1,920
-448
-19% -$32.2K 0.07% 94
2014
Q1 		$168 Buy
+2,368
New +$166K 0.1% 66

Other funds holding EFG

Jones Financial Companies
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CWA
Convergent Wealth Advisors Potomac, Maryland $442M AUM 7.38% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
MOACM
Mutual of America Capital Management New York $8.8B AUM 29.06% 1-Year Est. Return

Syntal Capital Partners's EFG Position: Q1 2015 in Review

Syntal Capital Partners sold out of iShares MSCI EAFE Growth ETF (EFG) in Q1 2015, closing a stake of 1,920 shares — an estimated $126K sold.

Syntal Capital Partners first reported a position in EFG in Q1 2014 and held it in 4 quarters. The position peaked at $139K in Q2 2014. 159 funds tracked by Wall St. Rank hold EFG as of Q1 2015.

  • Syntal Capital Partners reported no remaining iShares MSCI EAFE Growth ETF position as of Q1 2015 after selling out during the quarter.
  • Syntal Capital Partners sold 1,920 iShares MSCI EAFE Growth ETF shares in Q1 2015, an estimated $126K.
  • Syntal Capital Partners first reported a position in iShares MSCI EAFE Growth ETF in Q1 2014 and held it in 4 quarters.
  • Syntal Capital Partners's iShares MSCI EAFE Growth ETF position peaked at $139K in Q2 2014.
  • 159 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2015.

Based on Syntal Capital Partners's 13F filing for Q1 2015, filed 14 May 2015.