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Brinker Capital Investments’s iShares Currency Hedged MSCI Eurozone ETF HEZU Stock Holding History

Brinker Capital Investments’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
2017
Q4 		– Sell
-447
Closed -$13K – 551
2017
Q3 		$13K Buy
+447
New +$13.1K ﹤0.01% 418

Other funds holding HEZU

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Brinker Capital Investments's HEZU Position: Q4 2017 in Review

Brinker Capital Investments sold out of iShares Currency Hedged MSCI Eurozone ETF (HEZU) in Q4 2017, closing a stake of 447 shares — an estimated $13K sold.

Brinker Capital Investments first reported a position in HEZU in Q3 2017 and held it in 1 quarter. The position peaked at $13K in Q3 2017. 103 funds tracked by Wall St. Rank hold HEZU as of Q4 2017.

  • Brinker Capital Investments reported no remaining iShares Currency Hedged MSCI Eurozone ETF position as of Q4 2017 after selling out during the quarter.
  • Brinker Capital Investments sold 447 iShares Currency Hedged MSCI Eurozone ETF shares in Q4 2017, an estimated $13K.
  • Brinker Capital Investments first reported a position in iShares Currency Hedged MSCI Eurozone ETF in Q3 2017 and held it in 1 quarter.
  • Brinker Capital Investments's iShares Currency Hedged MSCI Eurozone ETF position peaked at $13K in Q3 2017.
  • 103 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Eurozone ETF as of Q4 2017.

Based on Brinker Capital Investments's 13F filing for Q4 2017, filed 12 Feb 2018.