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Capital Analysts LLC’s iShares Currency Hedged MSCI Eurozone ETF HEZU Stock Holding History

Capital Analysts LLC’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
Q4 		– Sell
-249
Closed -$6.18K – 365
2016
Q3 		$6.18K Buy
+249
New +$6.06K ﹤0.01% 332
2016
Q2 		– Sell
-242
Closed -$5.9K – 351
2016
Q1 		$5.9K Buy
+242
New +$5.8K ﹤0.01% 349

Other funds holding HEZU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EMA
Efficient Market Advisors San Diego, California $727M AUM 9.65% 1-Year Est. Return

Capital Analysts LLC's HEZU Position: Q4 2016 in Review

Capital Analysts LLC sold out of iShares Currency Hedged MSCI Eurozone ETF (HEZU) in Q4 2016, closing a stake of 249 shares — an estimated $6.18K sold.

Capital Analysts LLC first reported a position in HEZU in Q1 2016 and held it in 2 quarters. The position peaked at $6.18K in Q3 2016. 91 funds tracked by Wall St. Rank hold HEZU as of Q4 2016.

  • Capital Analysts LLC reported no remaining iShares Currency Hedged MSCI Eurozone ETF position as of Q4 2016 after selling out during the quarter.
  • Capital Analysts LLC sold 249 iShares Currency Hedged MSCI Eurozone ETF shares in Q4 2016, an estimated $6.18K.
  • Capital Analysts LLC first reported a position in iShares Currency Hedged MSCI Eurozone ETF in Q1 2016 and held it in 2 quarters.
  • Capital Analysts LLC's iShares Currency Hedged MSCI Eurozone ETF position peaked at $6.18K in Q3 2016.
  • 91 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Eurozone ETF as of Q4 2016.

Based on Capital Analysts LLC's 13F filing for Q4 2016, filed 10 Feb 2017.