CA
HEWJ icon

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

Cumberland Advisors’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
Q3 		– Sell
-2,690
Closed -$63K – 58
2016
Q2 		$63K Buy
+2,690
New +$66.3K 0.04% 31

Other funds holding HEWJ

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
SFM
Signature Financial Management Norfolk, Virginia $416M AUM 8.59% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cumberland Advisors's HEWJ Position: Q3 2016 in Review

Cumberland Advisors sold out of iShares Currency Hedged MSCI Japan ETF (HEWJ) in Q3 2016, closing a stake of 2,690 shares — an estimated $63K sold.

Cumberland Advisors first reported a position in HEWJ in Q2 2016 and held it in 1 quarter. The position peaked at $63K in Q2 2016. 59 funds tracked by Wall St. Rank hold HEWJ as of Q3 2016.

  • Cumberland Advisors reported no remaining iShares Currency Hedged MSCI Japan ETF position as of Q3 2016 after selling out during the quarter.
  • Cumberland Advisors sold 2,690 iShares Currency Hedged MSCI Japan ETF shares in Q3 2016, an estimated $63K.
  • Cumberland Advisors first reported a position in iShares Currency Hedged MSCI Japan ETF in Q2 2016 and held it in 1 quarter.
  • Cumberland Advisors's iShares Currency Hedged MSCI Japan ETF position peaked at $63K in Q2 2016.
  • 59 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Japan ETF as of Q3 2016.

Based on Cumberland Advisors's 13F filing for Q3 2016, filed 18 Oct 2016.