TAM
EUFN icon

Trust Asset Management’s iShares MSCI Europe Financials ETF EUFN Stock Holding History

Trust Asset 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
Q3 		– Sell
-5,536
Closed -$112K – 77
2018
Q2 		$112K Buy
+5,536
New +$125K 0.04% 50

Other funds holding EUFN

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
X
Xponance Philadelphia, Pennsylvania $16.3B AUM 44.61% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Trust Asset Management's EUFN Position: Q3 2018 in Review

Trust Asset Management sold out of iShares MSCI Europe Financials ETF (EUFN) in Q3 2018, closing a stake of 5,536 shares — an estimated $112K sold.

Trust Asset Management first reported a position in EUFN in Q2 2018 and held it in 1 quarter. The position peaked at $112K in Q2 2018. 117 funds tracked by Wall St. Rank hold EUFN as of Q3 2018.

  • Trust Asset Management reported no remaining iShares MSCI Europe Financials ETF position as of Q3 2018 after selling out during the quarter.
  • Trust Asset Management sold 5,536 iShares MSCI Europe Financials ETF shares in Q3 2018, an estimated $112K.
  • Trust Asset Management first reported a position in iShares MSCI Europe Financials ETF in Q2 2018 and held it in 1 quarter.
  • Trust Asset Management's iShares MSCI Europe Financials ETF position peaked at $112K in Q2 2018.
  • 117 funds tracked by Wall St. Rank held iShares MSCI Europe Financials ETF as of Q3 2018.

Based on Trust Asset Management's 13F filing for Q3 2018, filed 16 Nov 2018.