Whitnell & Co. EFA Holdings History
Number of Shares
96,183.00
Current Holdings Value*
$6.68 Mil
% of Portfolio
2.07%
Total Estimate Gain
$2.30 Mil
% of Total Estimate Gain
35.06%
Whitnell & Co.'s iShares MSCI EAFE ETF Holding Summary
As of 2019-12-31, Whitnell & Co. held 96,183.00 shares of iShares MSCI EAFE ETF(EFA), totaling $6.68 Mil. This investment constitutes 2.07% of their stock portfolio, and Whitnell & Co. now holds 0.01% of the outstanding iShares MSCI EAFE ETF(EFA) stock.
The initial trade took place in 2014Q1. And since then Whitnell & Co. has made 10 purchases of EFA, at an average price of $64.40, for a total of 101,830.00 shares. In addition, there have been 5 sales at an average price of $63.52 for 5,647.00 shares. Based on historical transaction data and EFA's current price of $88.36, Whitnell & Co.'s estimated gain on his EFA holdings is $2.30 Mil, reflecting a 35.06% gain to date.
Whitnell & Co. EFA ($88.36) Holding Chart
Whitnell & Co. 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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