HWP
EDEN icon

Hefty Wealth Partners’s iShares MSCI Denmark ETF EDEN Stock Holding History

Hefty Wealth Partners’s Portfolio EDEN Stock Details EDEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-12,294
Closed -$835K – 252
2017
Q3 		$835K Buy
12,294
+12,267
+45,433% +$809K 0.55% 54
2017
Q2 		$1K Buy
+27
New +$1.64K ﹤0.01% 235
2016
Q2 		– Sell
-8,229
Closed -$465K – 217
2016
Q1 		$465K Buy
8,229
+2,105
+34% +$113K 0.44% 69
2015
Q4 		$342K Buy
+6,124
New +$334K 0.33% 81

Other funds holding EDEN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
6M
6 Meridian Wichita, Kansas $1.37B AUM 17.3% 1-Year Est. Return
AGA
Accuvest Global Advisors Provo, Utah $107M AUM 6.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Hefty Wealth Partners's EDEN Position: Q4 2017 in Review

Hefty Wealth Partners sold out of iShares MSCI Denmark ETF (EDEN) in Q4 2017, closing a stake of 12,294 shares — an estimated $835K sold.

Hefty Wealth Partners first reported a position in EDEN in Q4 2015 and held it in 4 quarters. The position peaked at $835K in Q3 2017. 26 funds tracked by Wall St. Rank hold EDEN as of Q4 2017.

  • Hefty Wealth Partners reported no remaining iShares MSCI Denmark ETF position as of Q4 2017 after selling out during the quarter.
  • Hefty Wealth Partners sold 12,294 iShares MSCI Denmark ETF shares in Q4 2017, an estimated $835K.
  • Hefty Wealth Partners first reported a position in iShares MSCI Denmark ETF in Q4 2015 and held it in 4 quarters.
  • Hefty Wealth Partners's iShares MSCI Denmark ETF position peaked at $835K in Q3 2017.
  • 26 funds tracked by Wall St. Rank held iShares MSCI Denmark ETF as of Q4 2017.

Based on Hefty Wealth Partners's 13F filing for Q4 2017, filed 3 Jan 2018.