AssetMark Inc
HEWG

AssetMark Inc’s iShares Currency Hedged MSCI Germany ETF HEWG Stock Holding History

AssetMark Inc’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
2017
Q1 		– Sell
-40
Closed -$1K – 1474
2016
Q4 		$1K Buy
+40
New +$978 ﹤0.01% 1217
2015
Q2 		– Sell
-248
Closed -$7K – 652
2015
Q1 		$7K Buy
+248
New +$6.55K ﹤0.01% 438

Other funds holding HEWG

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
X
Xponance Philadelphia, Pennsylvania $14.1B AUM 30.11% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
CM
Castleark Management Chicago, Illinois $3.02B AUM 53.92% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AssetMark Inc's HEWG Position: Q1 2017 in Review

AssetMark Inc sold out of iShares Currency Hedged MSCI Germany ETF (HEWG) in Q1 2017, closing a stake of 40 shares — an estimated $1K sold.

AssetMark Inc first reported a position in HEWG in Q1 2015 and held it in 2 quarters. The position peaked at $7K in Q1 2015. 65 funds tracked by Wall St. Rank hold HEWG as of Q1 2017.

  • AssetMark Inc reported no remaining iShares Currency Hedged MSCI Germany ETF position as of Q1 2017 after selling out during the quarter.
  • AssetMark Inc sold 40 iShares Currency Hedged MSCI Germany ETF shares in Q1 2017, an estimated $1K.
  • AssetMark Inc first reported a position in iShares Currency Hedged MSCI Germany ETF in Q1 2015 and held it in 2 quarters.
  • AssetMark Inc's iShares Currency Hedged MSCI Germany ETF position peaked at $7K in Q1 2015.
  • 65 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Germany ETF as of Q1 2017.

Based on AssetMark Inc's 13F filing for Q1 2017, filed 9 May 2017.