Number of Shares
208,670.00
Current Holdings Value*
$12.68 Mil
% of Portfolio
2.85%
Total Estimate Gain
$3.26 Mil
% of Total Estimate Gain
19.88%

Stokes & Hubbell Capital Management, LLC's iShares Core MSCI EAFE ETF Holding Summary

As of 2019-03-31, Stokes & Hubbell Capital Management, LLC held 208,670.00 shares of iShares Core MSCI EAFE ETF(IEFA), totaling $12.68 Mil. This investment constitutes 2.85% of their stock portfolio, and Stokes & Hubbell Capital Management, LLC now holds 0.01% of the outstanding iShares Core MSCI EAFE ETF(IEFA) stock.

The initial trade took place in 2018Q2. And since then Stokes & Hubbell Capital Management, LLC has made 3 purchases of IEFA, at an average price of $65.60, for a total of 250,179.00 shares. In addition, there have been 1 sales at an average price of $58.96 for 41,509.00 shares. Based on historical transaction data and IEFA's current price of $82.56, Stokes & Hubbell Capital Management, LLC's estimated gain on his IEFA holdings is $3.26 Mil, reflecting a 19.88% gain to date.

Stokes & Hubbell Capital Management, LLC IEFA ($82.56) Holding Chart

Stokes & Hubbell Capital Management, LLC IEFA ($82.56) 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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