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Benjamin F. Edwards & Company’s iShares Currency Hedged MSCI Japan ETF HEWJ Stock Holding History

Benjamin F. Edwards & Company’s Portfolio HEWJ Stock Details HEWJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-79
Closed -$2K – 1190
2015
Q3 		$2K Sell
79
-1,556
-95% -$47.1K ﹤0.01% 1068
2015
Q2 		$52K Buy
+1,635
New +$52K 0.01% 580

Other funds holding HEWJ

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CBU
CIBC Bank USA Chicago, Illinois $756M AUM 24.68% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return

Benjamin F. Edwards & Company's HEWJ Position: Q4 2015 in Review

Benjamin F. Edwards & Company sold out of iShares Currency Hedged MSCI Japan ETF (HEWJ) in Q4 2015, closing a stake of 79 shares — an estimated $2K sold.

Benjamin F. Edwards & Company first reported a position in HEWJ in Q2 2015 and held it in 2 quarters. The position peaked at $52K in Q2 2015. 69 funds tracked by Wall St. Rank hold HEWJ as of Q4 2015.

  • Benjamin F. Edwards & Company reported no remaining iShares Currency Hedged MSCI Japan ETF position as of Q4 2015 after selling out during the quarter.
  • Benjamin F. Edwards & Company sold 79 iShares Currency Hedged MSCI Japan ETF shares in Q4 2015, an estimated $2K.
  • Benjamin F. Edwards & Company first reported a position in iShares Currency Hedged MSCI Japan ETF in Q2 2015 and held it in 2 quarters.
  • Benjamin F. Edwards & Company's iShares Currency Hedged MSCI Japan ETF position peaked at $52K in Q2 2015.
  • 69 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Japan ETF as of Q4 2015.

Based on Benjamin F. Edwards & Company's 13F filing for Q4 2015, filed 12 Jan 2016.