FCMT
HEWG

Founders Capital Management (Texas)’s iShares Currency Hedged MSCI Germany ETF HEWG Stock Holding History

Founders Capital Management (Texas)’s Portfolio HEWG Stock Details HEWG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-400
Closed -$11K – 406
2017
Q3 		$11K Hold
400
– – 0.01% 274
2017
Q2 		$11K Hold
400
– – 0.01% 268
2017
Q1 		$11K Buy
+400
New +$10.7K 0.01% 282

Other funds holding HEWG

WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CM
Castleark Management Chicago, Illinois $3.02B AUM 53.92% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return
SAM
Solaris Asset Management New York $12.8M AUM 28.06% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Founders Capital Management (Texas)'s HEWG Position: Q4 2017 in Review

Founders Capital Management (Texas) sold out of iShares Currency Hedged MSCI Germany ETF (HEWG) in Q4 2017, closing a stake of 400 shares — an estimated $11K sold.

Founders Capital Management (Texas) first reported a position in HEWG in Q1 2017 and held it in 3 quarters. The position peaked at $11K in Q3 2017. 69 funds tracked by Wall St. Rank hold HEWG as of Q4 2017.

  • Founders Capital Management (Texas) reported no remaining iShares Currency Hedged MSCI Germany ETF position as of Q4 2017 after selling out during the quarter.
  • Founders Capital Management (Texas) sold 400 iShares Currency Hedged MSCI Germany ETF shares in Q4 2017, an estimated $11K.
  • Founders Capital Management (Texas) first reported a position in iShares Currency Hedged MSCI Germany ETF in Q1 2017 and held it in 3 quarters.
  • Founders Capital Management (Texas)'s iShares Currency Hedged MSCI Germany ETF position peaked at $11K in Q3 2017.
  • 69 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Germany ETF as of Q4 2017.

Based on Founders Capital Management (Texas)'s 13F filing for Q4 2017, filed 22 Jan 2018.