EWM
HEWP

Edge Wealth Management’s iShares Currency Hedged MSCI Spain ETF HEWP Stock Holding History

Edge Wealth Management’s Portfolio HEWP Stock Details HEWP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-400
Closed -$8K – 516
2015
Q4 		$8K Buy
+400
New +$8.89K ﹤0.01% 320

Other funds holding HEWP

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
1GA
1st Global Advisors Dallas, Texas $869M AUM 16.28% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
BHB
Bank Hapoalim BM Tel Aviv, Israel $652M AUM 19.01% 1-Year Est. Return

Edge Wealth Management's HEWP Position: Q1 2016 in Review

Edge Wealth Management sold out of iShares Currency Hedged MSCI Spain ETF (HEWP) in Q1 2016, closing a stake of 400 shares — an estimated $8K sold.

Edge Wealth Management first reported a position in HEWP in Q4 2015 and held it in 1 quarter. The position peaked at $8K in Q4 2015. 13 funds tracked by Wall St. Rank hold HEWP as of Q1 2016.

  • Edge Wealth Management reported no remaining iShares Currency Hedged MSCI Spain ETF position as of Q1 2016 after selling out during the quarter.
  • Edge Wealth Management sold 400 iShares Currency Hedged MSCI Spain ETF shares in Q1 2016, an estimated $8K.
  • Edge Wealth Management first reported a position in iShares Currency Hedged MSCI Spain ETF in Q4 2015 and held it in 1 quarter.
  • Edge Wealth Management's iShares Currency Hedged MSCI Spain ETF position peaked at $8K in Q4 2015.
  • 13 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Spain ETF as of Q1 2016.

Based on Edge Wealth Management's 13F filing for Q1 2016, filed 8 Apr 2016.