Keel Point Advisors, LLC EFA Holdings History
Number of Shares
77,546.00
Current Holdings Value*
$4.72 Mil
% of Portfolio
3.96%
Total Estimate Gain
$2.01 Mil
% of Total Estimate Gain
41.58%
Keel Point Advisors, LLC's iShares MSCI EAFE ETF Holding Summary
As of 2014-12-31, Keel Point Advisors, LLC held 77,546.00 shares of iShares MSCI EAFE ETF(EFA), totaling $4.72 Mil. This investment constitutes 3.96% of their stock portfolio, and Keel Point Advisors, LLC now holds 0.01% of the outstanding iShares MSCI EAFE ETF(EFA) stock.
The initial trade took place in 2014Q4. Based on historical transaction data and EFA's current price of $88.36, Keel Point Advisors, LLC's estimated gain on his EFA holdings is $2.01 Mil, reflecting a 41.58% gain to date.
Keel Point Advisors, LLC EFA ($88.36) Holding Chart
Keel Point Advisors, LLC EFA ($88.36) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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