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Hellman Jordan Management Company’s iShares Europe ETF IEV Stock Holding History

Hellman Jordan Management Company’s Portfolio IEV Stock Details IEV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-215,000
Closed -$8.2M – 51
2016
Q3 		$8.2M Buy
+215,000
New +$8.35M 8.29% 2

Other funds holding IEV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Hellman Jordan Management Company's IEV Position: Q4 2016 in Review

Hellman Jordan Management Company sold out of iShares Europe ETF (IEV) in Q4 2016, closing a stake of 215,000 shares — an estimated $8.2M sold.

Hellman Jordan Management Company first reported a position in IEV in Q3 2016 and held it in 1 quarter. The position peaked at $8.2M in Q3 2016. 176 funds tracked by Wall St. Rank hold IEV as of Q4 2016.

  • Hellman Jordan Management Company reported no remaining iShares Europe ETF position as of Q4 2016 after selling out during the quarter.
  • Hellman Jordan Management Company sold 215,000 iShares Europe ETF shares in Q4 2016, an estimated $8.2M.
  • Hellman Jordan Management Company first reported a position in iShares Europe ETF in Q3 2016 and held it in 1 quarter.
  • Hellman Jordan Management Company's iShares Europe ETF position peaked at $8.2M in Q3 2016.
  • 176 funds tracked by Wall St. Rank held iShares Europe ETF as of Q4 2016.

Based on Hellman Jordan Management Company's 13F filing for Q4 2016, filed 1 Feb 2017.