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Tradewinds Capital Management’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Tradewinds Capital Management’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
Q4 		– Sell
-150
Closed -$10K – 647
2015
Q3 		$10K Sell
150
-1,093
-88% -$74.5K 0.01% 368
2015
Q2 		$87K Buy
+1,243
New +$90.3K 0.06% 168

Other funds holding EFG

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Tradewinds Capital Management's EFG Position: Q4 2015 in Review

Tradewinds Capital Management sold out of iShares MSCI EAFE Growth ETF (EFG) in Q4 2015, closing a stake of 150 shares — an estimated $10K sold.

Tradewinds Capital Management first reported a position in EFG in Q2 2015 and held it in 2 quarters. The position peaked at $87K in Q2 2015. 180 funds tracked by Wall St. Rank hold EFG as of Q4 2015.

  • Tradewinds Capital Management reported no remaining iShares MSCI EAFE Growth ETF position as of Q4 2015 after selling out during the quarter.
  • Tradewinds Capital Management sold 150 iShares MSCI EAFE Growth ETF shares in Q4 2015, an estimated $10K.
  • Tradewinds Capital Management first reported a position in iShares MSCI EAFE Growth ETF in Q2 2015 and held it in 2 quarters.
  • Tradewinds Capital Management's iShares MSCI EAFE Growth ETF position peaked at $87K in Q2 2015.
  • 180 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q4 2015.

Based on Tradewinds Capital Management's 13F filing for Q4 2015, filed 27 Jan 2016.