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

WP 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
2018
Q3 		– Sell
-1,080
Closed -$22K – 275
2018
Q2 		$22K Buy
+1,080
New +$24.3K 0.02% 180

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

WP Advisors's EUFN Position: Q3 2018 in Review

WP Advisors sold out of iShares MSCI Europe Financials ETF (EUFN) in Q3 2018, closing a stake of 1,080 shares — an estimated $22K sold.

WP Advisors first reported a position in EUFN in Q2 2018 and held it in 1 quarter. The position peaked at $22K in Q2 2018. 117 funds tracked by Wall St. Rank hold EUFN as of Q3 2018.

  • WP Advisors reported no remaining iShares MSCI Europe Financials ETF position as of Q3 2018 after selling out during the quarter.
  • WP Advisors sold 1,080 iShares MSCI Europe Financials ETF shares in Q3 2018, an estimated $22K.
  • WP Advisors first reported a position in iShares MSCI Europe Financials ETF in Q2 2018 and held it in 1 quarter.
  • WP Advisors's iShares MSCI Europe Financials ETF position peaked at $22K in Q2 2018.
  • 117 funds tracked by Wall St. Rank held iShares MSCI Europe Financials ETF as of Q3 2018.

Based on WP Advisors's 13F filing for Q3 2018, filed 31 Oct 2018.