update on our long list in europe (going a bit defensive) Out: LONN SW (grade down to 53), LOGN SW replaced by 2 defensive names : GSF NO & BARN SW You Might Also Like We close our long in ABI BB at 85 August 28, 2018 We close our short DAX (and keep open long call) and buy TKA GY August 16, 2018 Short Repsol November 13, 2018