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

Benjamin F. Edwards & Company’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
Q1 		– Sell
-151
Closed -$4K – 1140
2015
Q4 		$4K Hold
151
– – ﹤0.01% 994
2015
Q3 		$4K Sell
151
-477
-76% -$12.8K ﹤0.01% 1019
2015
Q2 		$17K Buy
+628
New +$18.2K ﹤0.01% 812

Other funds holding HEZU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
SGCA
Steel Grove Capital Advisors Memphis, Tennessee $949M AUM 23.78% 1-Year Est. Return

Benjamin F. Edwards & Company's HEZU Position: Q1 2016 in Review

Benjamin F. Edwards & Company sold out of iShares Currency Hedged MSCI Eurozone ETF (HEZU) in Q1 2016, closing a stake of 151 shares — an estimated $4K sold.

Benjamin F. Edwards & Company first reported a position in HEZU in Q2 2015 and held it in 3 quarters. The position peaked at $17K in Q2 2015. 86 funds tracked by Wall St. Rank hold HEZU as of Q1 2016.

  • Benjamin F. Edwards & Company reported no remaining iShares Currency Hedged MSCI Eurozone ETF position as of Q1 2016 after selling out during the quarter.
  • Benjamin F. Edwards & Company sold 151 iShares Currency Hedged MSCI Eurozone ETF shares in Q1 2016, an estimated $4K.
  • Benjamin F. Edwards & Company first reported a position in iShares Currency Hedged MSCI Eurozone ETF in Q2 2015 and held it in 3 quarters.
  • Benjamin F. Edwards & Company's iShares Currency Hedged MSCI Eurozone ETF position peaked at $17K in Q2 2015.
  • 86 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Eurozone ETF as of Q1 2016.

Based on Benjamin F. Edwards & Company's 13F filing for Q1 2016, filed 13 Apr 2016.