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Yorktown Management & Research Company’s iShares MSCI EAFE ETF EFA Stock Holding History

Yorktown Management & Research Company’s Portfolio EFA Stock Details EFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-3,500
Closed -$239K – 373
2016
Q3 		$239K Buy
+3,500
New +$203K 0.05% 230

Other funds holding EFA

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Yorktown Management & Research Company's EFA Position: Q4 2016 in Review

Yorktown Management & Research Company sold out of iShares MSCI EAFE ETF (EFA) in Q4 2016, closing a stake of 3,500 shares — an estimated $239K sold.

Yorktown Management & Research Company first reported a position in EFA in Q3 2016 and held it in 1 quarter. The position peaked at $239K in Q3 2016. 1,119 funds tracked by Wall St. Rank hold EFA as of Q4 2016.

  • Yorktown Management & Research Company reported no remaining iShares MSCI EAFE ETF position as of Q4 2016 after selling out during the quarter.
  • Yorktown Management & Research Company sold 3,500 iShares MSCI EAFE ETF shares in Q4 2016, an estimated $239K.
  • Yorktown Management & Research Company first reported a position in iShares MSCI EAFE ETF in Q3 2016 and held it in 1 quarter.
  • Yorktown Management & Research Company's iShares MSCI EAFE ETF position peaked at $239K in Q3 2016.
  • 1,119 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q4 2016.

Based on Yorktown Management & Research Company's 13F filing for Q4 2016, filed 10 Feb 2017.