AIM
HEZU icon

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

Anchor 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
2016
Q3 		– Sell
-217
Closed -$5.22K – 667
2016
Q2 		$5.22K Buy
+217
New +$5.32K ﹤0.01% 573

Other funds holding HEZU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SGCA
Steel Grove Capital Advisors Memphis, Tennessee $949M AUM 23.78% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Anchor Investment Management's HEZU Position: Q3 2016 in Review

Anchor Investment Management sold out of iShares Currency Hedged MSCI Eurozone ETF (HEZU) in Q3 2016, closing a stake of 217 shares — an estimated $5.22K sold.

Anchor Investment Management first reported a position in HEZU in Q2 2016 and held it in 1 quarter. The position peaked at $5.22K in Q2 2016. 80 funds tracked by Wall St. Rank hold HEZU as of Q3 2016.

  • Anchor Investment Management reported no remaining iShares Currency Hedged MSCI Eurozone ETF position as of Q3 2016 after selling out during the quarter.
  • Anchor Investment Management sold 217 iShares Currency Hedged MSCI Eurozone ETF shares in Q3 2016, an estimated $5.22K.
  • Anchor Investment Management first reported a position in iShares Currency Hedged MSCI Eurozone ETF in Q2 2016 and held it in 1 quarter.
  • Anchor Investment Management's iShares Currency Hedged MSCI Eurozone ETF position peaked at $5.22K in Q2 2016.
  • 80 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Eurozone ETF as of Q3 2016.

Based on Anchor Investment Management's 13F filing for Q3 2016, filed 3 Jan 2024.