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Fortis Advisors’s iShares Currency Hedged MSCI Eurozone ETF HEZU Stock Holding History

Fortis Advisors’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
Q4 		– Sell
-3,042
Closed -$92K – 288
2017
Q3 		$92K Buy
+3,042
New +$88.9K 0.06% 130

Other funds holding HEZU

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
HC
Hamilton Capital Columbus, Ohio $1.93B AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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

Fortis Advisors's HEZU Position: Q4 2017 in Review

Fortis Advisors sold out of iShares Currency Hedged MSCI Eurozone ETF (HEZU) in Q4 2017, closing a stake of 3,042 shares — an estimated $92K sold.

Fortis Advisors first reported a position in HEZU in Q3 2017 and held it in 1 quarter. The position peaked at $92K in Q3 2017. 103 funds tracked by Wall St. Rank hold HEZU as of Q4 2017.

  • Fortis Advisors reported no remaining iShares Currency Hedged MSCI Eurozone ETF position as of Q4 2017 after selling out during the quarter.
  • Fortis Advisors sold 3,042 iShares Currency Hedged MSCI Eurozone ETF shares in Q4 2017, an estimated $92K.
  • Fortis Advisors first reported a position in iShares Currency Hedged MSCI Eurozone ETF in Q3 2017 and held it in 1 quarter.
  • Fortis Advisors's iShares Currency Hedged MSCI Eurozone ETF position peaked at $92K in Q3 2017.
  • 103 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Eurozone ETF as of Q4 2017.

Based on Fortis Advisors's 13F filing for Q4 2017, filed 14 Feb 2018.