Transcend Capital Advisors’s iShares MSCI Europe Financials ETF EUFN Stock Holding History

Transcend Capital Advisors’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 Q2	–	Sell	-3,094	Closed	-$483K	–	142
2020 Q1	$483K	Sell	3,094 -85,665	-97%	-$1.46M	0.14%	143
2019 Q4	$1.73M	Buy	+88,759	New	+$1.65M	0.47%	64

Other funds holding EUFN

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

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

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

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

PPFA

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

BCIM

British Columbia Investment Management Victoria, British Columbia, Canada $16B AUM 37.57% 1-Year Est. Return

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

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

MIM

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

Transcend Capital Advisors's EUFN Position: Q2 2020 in Review

Transcend Capital Advisors sold out of iShares MSCI Europe Financials ETF (EUFN) in Q2 2020, closing a stake of 3,094 shares — an estimated $483K sold.

Transcend Capital Advisors first reported a position in EUFN in Q4 2019 and held it in 2 quarters. The position peaked at $1.73M in Q4 2019. 74 funds tracked by Wall St. Rank hold EUFN as of Q2 2020.

Transcend Capital Advisors reported no remaining iShares MSCI Europe Financials ETF position as of Q2 2020 after selling out during the quarter.
Transcend Capital Advisors sold 3,094 iShares MSCI Europe Financials ETF shares in Q2 2020, an estimated $483K.
Transcend Capital Advisors first reported a position in iShares MSCI Europe Financials ETF in Q4 2019 and held it in 2 quarters.
Transcend Capital Advisors's iShares MSCI Europe Financials ETF position peaked at $1.73M in Q4 2019.
74 funds tracked by Wall St. Rank held iShares MSCI Europe Financials ETF as of Q2 2020.

Based on Transcend Capital Advisors's 13F filing for Q2 2020, filed 5 Aug 2020.