HWP
ENOR icon

Hefty Wealth Partners’s iShares MSCI Norway ETF ENOR Stock Holding History

Hefty Wealth Partners’s Portfolio ENOR Stock Details ENOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-37,025
Closed -$818K – 255
2017
Q2 		$818K Buy
37,025
+36,925
+36,925% +$825K 0.56% 56
2017
Q1 		$2K Sell
100
-28,063
-100% -$634K ﹤0.01% 227
2016
Q4 		$612K Buy
+28,163
New +$605K 0.51% 55

Other funds holding ENOR

ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Axa
Axa Paris, France $256M AUM 25.01% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $25B AUM 18.87% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2B AUM 19.19% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HAM
Highstreet Asset Management London, Ontario, Canada $2.22B AUM 20.88% 1-Year Est. Return

Hefty Wealth Partners's ENOR Position: Q3 2017 in Review

Hefty Wealth Partners sold out of iShares MSCI Norway ETF (ENOR) in Q3 2017, closing a stake of 37,025 shares — an estimated $818K sold.

Hefty Wealth Partners first reported a position in ENOR in Q4 2016 and held it in 3 quarters. The position peaked at $818K in Q2 2017. 14 funds tracked by Wall St. Rank hold ENOR as of Q3 2017.

  • Hefty Wealth Partners reported no remaining iShares MSCI Norway ETF position as of Q3 2017 after selling out during the quarter.
  • Hefty Wealth Partners sold 37,025 iShares MSCI Norway ETF shares in Q3 2017, an estimated $818K.
  • Hefty Wealth Partners first reported a position in iShares MSCI Norway ETF in Q4 2016 and held it in 3 quarters.
  • Hefty Wealth Partners's iShares MSCI Norway ETF position peaked at $818K in Q2 2017.
  • 14 funds tracked by Wall St. Rank held iShares MSCI Norway ETF as of Q3 2017.

Based on Hefty Wealth Partners's 13F filing for Q3 2017, filed 2 Oct 2017.