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Advantage Investment Management’s iShares Currency Hedged MSCI Eurozone ETF HEZU Stock Holding History

Advantage Investment Management’s Portfolio HEZU Stock Details HEZU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-208
Closed -$6K – 1062
2017
Q2 		$6K Buy
+208
New +$6.17K ﹤0.01% 802
2015
Q3 		– Sell
-349
Closed -$10K – 852
2015
Q2 		$10K Hold
349
– – ﹤0.01% 594
2015
Q1 		$10K Buy
+349
New +$9.48K 0.01% 583

Other funds holding HEZU

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Advantage Investment Management's HEZU Position: Q3 2017 in Review

Advantage Investment Management sold out of iShares Currency Hedged MSCI Eurozone ETF (HEZU) in Q3 2017, closing a stake of 208 shares — an estimated $6K sold.

Advantage Investment Management first reported a position in HEZU in Q1 2015 and held it in 3 quarters. The position peaked at $10K in Q2 2015. 93 funds tracked by Wall St. Rank hold HEZU as of Q3 2017.

  • Advantage Investment Management reported no remaining iShares Currency Hedged MSCI Eurozone ETF position as of Q3 2017 after selling out during the quarter.
  • Advantage Investment Management sold 208 iShares Currency Hedged MSCI Eurozone ETF shares in Q3 2017, an estimated $6K.
  • Advantage Investment Management first reported a position in iShares Currency Hedged MSCI Eurozone ETF in Q1 2015 and held it in 3 quarters.
  • Advantage Investment Management's iShares Currency Hedged MSCI Eurozone ETF position peaked at $10K in Q2 2015.
  • 93 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Eurozone ETF as of Q3 2017.

Based on Advantage Investment Management's 13F filing for Q3 2017, filed 13 Nov 2017.