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Capital Advisors Ltd’s iShares Currency Hedged MSCI Japan ETF HEWJ Stock Holding History

Capital Advisors Ltd’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
2016
Q2 		– Sell
-1,533
Closed -$39K – 349
2016
Q1 		$39K Hold
1,533
– – 0.02% 203
2015
Q4 		$44K Hold
1,533
– – 0.02% 186
2015
Q3 		$42K Hold
1,533
– – 0.02% 184
2015
Q2 		$49K Buy
+1,533
New +$48.7K 0.03% 186

Other funds holding HEWJ

BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
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
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SGCA
Steel Grove Capital Advisors Memphis, Tennessee $949M AUM 23.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital Advisors Ltd's HEWJ Position: Q2 2016 in Review

Capital Advisors Ltd sold out of iShares Currency Hedged MSCI Japan ETF (HEWJ) in Q2 2016, closing a stake of 1,533 shares — an estimated $39K sold.

Capital Advisors Ltd first reported a position in HEWJ in Q2 2015 and held it in 4 quarters. The position peaked at $49K in Q2 2015. 59 funds tracked by Wall St. Rank hold HEWJ as of Q2 2016.

  • Capital Advisors Ltd reported no remaining iShares Currency Hedged MSCI Japan ETF position as of Q2 2016 after selling out during the quarter.
  • Capital Advisors Ltd sold 1,533 iShares Currency Hedged MSCI Japan ETF shares in Q2 2016, an estimated $39K.
  • Capital Advisors Ltd first reported a position in iShares Currency Hedged MSCI Japan ETF in Q2 2015 and held it in 4 quarters.
  • Capital Advisors Ltd's iShares Currency Hedged MSCI Japan ETF position peaked at $49K in Q2 2015.
  • 59 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Japan ETF as of Q2 2016.

Based on Capital Advisors Ltd's 13F filing for Q2 2016, filed 13 Jul 2016.