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WealthTrust Fairport’s iShares MSCI Europe Financials ETF EUFN Stock Holding History

WealthTrust Fairport’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
2013
Q4 		– Sell
-316
Closed -$7K – 332
2013
Q3 		$7K Buy
+316
New +$6.92K ﹤0.01% 302

Other funds holding EUFN

BC
Brinker Capital Berwyn, Pennsylvania $3.13B AUM 9.04% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return
JCM
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return
ACM
Azimuth Capital Management Bloomfield Hills, Michigan $2.34B AUM 16.67% 1-Year Est. Return
NCA
New Century Advisors Chevy Chase, Maryland $82.1M AUM 3.88% 1-Year Est. Return

WealthTrust Fairport's EUFN Position: Q4 2013 in Review

WealthTrust Fairport sold out of iShares MSCI Europe Financials ETF (EUFN) in Q4 2013, closing a stake of 316 shares — an estimated $7K sold.

WealthTrust Fairport first reported a position in EUFN in Q3 2013 and held it in 1 quarter. The position peaked at $7K in Q3 2013. 44 funds tracked by Wall St. Rank hold EUFN as of Q4 2013.

  • WealthTrust Fairport reported no remaining iShares MSCI Europe Financials ETF position as of Q4 2013 after selling out during the quarter.
  • WealthTrust Fairport sold 316 iShares MSCI Europe Financials ETF shares in Q4 2013, an estimated $7K.
  • WealthTrust Fairport first reported a position in iShares MSCI Europe Financials ETF in Q3 2013 and held it in 1 quarter.
  • WealthTrust Fairport's iShares MSCI Europe Financials ETF position peaked at $7K in Q3 2013.
  • 44 funds tracked by Wall St. Rank held iShares MSCI Europe Financials ETF as of Q4 2013.

Based on WealthTrust Fairport's 13F filing for Q4 2013, filed 29 Jan 2014.