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Grove Bank & Trust’s iShares Currency Hedged MSCI Japan ETF HEWJ Stock Holding History

Grove Bank & Trust’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
Q4 		– Sell
-100
Closed -$2K – 585
2016
Q3 		$2K Hold
100
– – ﹤0.01% 234
2016
Q2 		$2K Hold
100
– – ﹤0.01% 261
2016
Q1 		$3K Hold
100
– – ﹤0.01% 252
2015
Q4 		$3K Buy
+100
New +$2.97K ﹤0.01% 312

Other funds holding HEWJ

CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
CAM
Contour Asset Management New York $3.08B AUM 21.94% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
SFM
Signature Financial Management Norfolk, Virginia $416M AUM 8.59% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Grove Bank & Trust's HEWJ Position: Q4 2016 in Review

Grove Bank & Trust sold out of iShares Currency Hedged MSCI Japan ETF (HEWJ) in Q4 2016, closing a stake of 100 shares — an estimated $2K sold.

Grove Bank & Trust first reported a position in HEWJ in Q4 2015 and held it in 4 quarters. The position peaked at $3K in Q1 2016. 77 funds tracked by Wall St. Rank hold HEWJ as of Q4 2016.

  • Grove Bank & Trust reported no remaining iShares Currency Hedged MSCI Japan ETF position as of Q4 2016 after selling out during the quarter.
  • Grove Bank & Trust sold 100 iShares Currency Hedged MSCI Japan ETF shares in Q4 2016, an estimated $2K.
  • Grove Bank & Trust first reported a position in iShares Currency Hedged MSCI Japan ETF in Q4 2015 and held it in 4 quarters.
  • Grove Bank & Trust's iShares Currency Hedged MSCI Japan ETF position peaked at $3K in Q1 2016.
  • 77 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Japan ETF as of Q4 2016.

Based on Grove Bank & Trust's 13F filing for Q4 2016, filed 3 Feb 2017.