AIA
HEWG

Alerus Investment Advisors’s iShares Currency Hedged MSCI Germany ETF HEWG Stock Holding History

Alerus Investment Advisors’s Portfolio HEWG Stock Details HEWG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-14,600
Closed -$356K – 291
2015
Q4 		$356K Hold
14,600
– – 0.06% 114
2015
Q3 		$331K Buy
+14,600
New +$366K 0.06% 108

Other funds holding HEWG

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
EWM
Evercore Wealth Management New York $6.36B AUM 20.35% 1-Year Est. Return
WOA
Water Oak Advisors Winter Park, Florida $155M AUM 6.37% 1-Year Est. Return
X
Xponance Philadelphia, Pennsylvania $14.1B AUM 30.11% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Alerus Investment Advisors's HEWG Position: Q1 2016 in Review

Alerus Investment Advisors sold out of iShares Currency Hedged MSCI Germany ETF (HEWG) in Q1 2016, closing a stake of 14,600 shares — an estimated $356K sold.

Alerus Investment Advisors first reported a position in HEWG in Q3 2015 and held it in 2 quarters. The position peaked at $356K in Q4 2015. 68 funds tracked by Wall St. Rank hold HEWG as of Q1 2016.

  • Alerus Investment Advisors reported no remaining iShares Currency Hedged MSCI Germany ETF position as of Q1 2016 after selling out during the quarter.
  • Alerus Investment Advisors sold 14,600 iShares Currency Hedged MSCI Germany ETF shares in Q1 2016, an estimated $356K.
  • Alerus Investment Advisors first reported a position in iShares Currency Hedged MSCI Germany ETF in Q3 2015 and held it in 2 quarters.
  • Alerus Investment Advisors's iShares Currency Hedged MSCI Germany ETF position peaked at $356K in Q4 2015.
  • 68 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Germany ETF as of Q1 2016.

Based on Alerus Investment Advisors's 13F filing for Q1 2016, filed 4 May 2016.