CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s NYLI FTSE International Equity Currency Neutral ETF HFXI Stock Holding History

CAPTRUST Financial Advisors’s Portfolio HFXI Stock Details HFXI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-1,150
Closed -$27K – 4575
2021
Q1 		$27K Buy
+1,150
New +$27.1K ﹤0.01% 2814

Other funds holding HFXI

NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
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
AC
Avestar Capital New York $1.56B AUM 31.38% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
TCWA
Ten Capital Wealth Advisors Spokane, Washington $345M AUM 9.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

CAPTRUST Financial Advisors's HFXI Position: Q2 2021 in Review

CAPTRUST Financial Advisors sold out of NYLI FTSE International Equity Currency Neutral ETF (HFXI) in Q2 2021, closing a stake of 1,150 shares — an estimated $27K sold.

CAPTRUST Financial Advisors first reported a position in HFXI in Q1 2021 and held it in 1 quarter. The position peaked at $27K in Q1 2021. 30 funds tracked by Wall St. Rank hold HFXI as of Q2 2021.

  • CAPTRUST Financial Advisors reported no remaining NYLI FTSE International Equity Currency Neutral ETF position as of Q2 2021 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 1,150 NYLI FTSE International Equity Currency Neutral ETF shares in Q2 2021, an estimated $27K.
  • CAPTRUST Financial Advisors first reported a position in NYLI FTSE International Equity Currency Neutral ETF in Q1 2021 and held it in 1 quarter.
  • CAPTRUST Financial Advisors's NYLI FTSE International Equity Currency Neutral ETF position peaked at $27K in Q1 2021.
  • 30 funds tracked by Wall St. Rank held NYLI FTSE International Equity Currency Neutral ETF as of Q2 2021.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.