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

Verity 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
2017
Q4 		– Sell
-77,575
Closed -$1.8M – 137
2017
Q3 		$1.8M Buy
+77,575
New +$1.77M 1.37% 17

Other funds holding EUFN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Verity Asset Management's EUFN Position: Q4 2017 in Review

Verity Asset Management sold out of iShares MSCI Europe Financials ETF (EUFN) in Q4 2017, closing a stake of 77,575 shares — an estimated $1.8M sold.

Verity Asset Management first reported a position in EUFN in Q3 2017 and held it in 1 quarter. The position peaked at $1.8M in Q3 2017. 134 funds tracked by Wall St. Rank hold EUFN as of Q4 2017.

  • Verity Asset Management reported no remaining iShares MSCI Europe Financials ETF position as of Q4 2017 after selling out during the quarter.
  • Verity Asset Management sold 77,575 iShares MSCI Europe Financials ETF shares in Q4 2017, an estimated $1.8M.
  • Verity Asset Management first reported a position in iShares MSCI Europe Financials ETF in Q3 2017 and held it in 1 quarter.
  • Verity Asset Management's iShares MSCI Europe Financials ETF position peaked at $1.8M in Q3 2017.
  • 134 funds tracked by Wall St. Rank held iShares MSCI Europe Financials ETF as of Q4 2017.

Based on Verity Asset Management's 13F filing for Q4 2017, filed 7 Feb 2018.