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Cetera Investment Management’s iShares Currency Hedged MSCI Eurozone ETF HEZU Stock Holding History

Cetera Investment Management’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
Q3 		– Sell
-14,939
Closed -$438K – 28
2017
Q2 		$438K Sell
14,939
-816
-5% -$24.2K 0.55% 60
2017
Q1 		$452K Sell
15,755
-4,514
-22% -$123K 0.52% 71
2016
Q4 		$539K Buy
+20,269
New +$514K 0.4% 90

Other funds holding HEZU

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cetera Investment Management's HEZU Position: Q3 2017 in Review

Cetera Investment Management sold out of iShares Currency Hedged MSCI Eurozone ETF (HEZU) in Q3 2017, closing a stake of 14,939 shares — an estimated $438K sold.

Cetera Investment Management first reported a position in HEZU in Q4 2016 and held it in 3 quarters. The position peaked at $539K in Q4 2016. 93 funds tracked by Wall St. Rank hold HEZU as of Q3 2017.

  • Cetera Investment Management reported no remaining iShares Currency Hedged MSCI Eurozone ETF position as of Q3 2017 after selling out during the quarter.
  • Cetera Investment Management sold 14,939 iShares Currency Hedged MSCI Eurozone ETF shares in Q3 2017, an estimated $438K.
  • Cetera Investment Management first reported a position in iShares Currency Hedged MSCI Eurozone ETF in Q4 2016 and held it in 3 quarters.
  • Cetera Investment Management's iShares Currency Hedged MSCI Eurozone ETF position peaked at $539K in Q4 2016.
  • 93 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Eurozone ETF as of Q3 2017.

Based on Cetera Investment Management's 13F filing for Q3 2017.