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Bay Harbor Wealth Management’s iShares Currency Hedged MSCI Emerging Markets HEEM Stock Holding History

Bay Harbor Wealth Management’s Portfolio HEEM Stock Details HEEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-18
Closed – – 404
2018
Q4 		$0 Buy
+18
New +$429 ﹤0.01% 390

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FA
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Morgan Stanley
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Bay Harbor Wealth Management's HEEM Position: Q1 2019 in Review

Bay Harbor Wealth Management sold out of iShares Currency Hedged MSCI Emerging Markets (HEEM) in Q1 2019, closing a stake of 18 shares.

Bay Harbor Wealth Management first reported a position in HEEM in Q4 2018 and held it in 1 quarter. The position peaked at $0 in Q4 2018. 43 funds tracked by Wall St. Rank hold HEEM as of Q1 2019.

  • Bay Harbor Wealth Management reported no remaining iShares Currency Hedged MSCI Emerging Markets position as of Q1 2019 after selling out during the quarter.
  • Bay Harbor Wealth Management sold 18 iShares Currency Hedged MSCI Emerging Markets shares in Q1 2019.
  • Bay Harbor Wealth Management first reported a position in iShares Currency Hedged MSCI Emerging Markets in Q4 2018 and held it in 1 quarter.
  • Bay Harbor Wealth Management's iShares Currency Hedged MSCI Emerging Markets position peaked at $0 in Q4 2018.
  • 43 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Emerging Markets as of Q1 2019.

Based on Bay Harbor Wealth Management's 13F filing for Q1 2019, filed 22 Apr 2019.