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HL Financial Services’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

HL Financial Services’s Portfolio HEFA Stock Details HEFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-15,117
Closed -$375K – 677
2016
Q3 		$375K Buy
15,117
+5,704
+61% +$139K 0.01% 494
2016
Q2 		$226K Sell
9,413
-3,040
-24% -$73K 0.01% 597
2016
Q1 		$297K Buy
+12,453
New +$294K 0.01% 528

Other funds holding HEFA

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return

HL Financial Services's HEFA Position: Q4 2016 in Review

HL Financial Services sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q4 2016, closing a stake of 15,117 shares — an estimated $375K sold.

HL Financial Services first reported a position in HEFA in Q1 2016 and held it in 3 quarters. The position peaked at $375K in Q3 2016. 162 funds tracked by Wall St. Rank hold HEFA as of Q4 2016.

  • HL Financial Services reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q4 2016 after selling out during the quarter.
  • HL Financial Services sold 15,117 iShares Currency Hedged MSCI EAFE ETF shares in Q4 2016, an estimated $375K.
  • HL Financial Services first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q1 2016 and held it in 3 quarters.
  • HL Financial Services's iShares Currency Hedged MSCI EAFE ETF position peaked at $375K in Q3 2016.
  • 162 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q4 2016.

Based on HL Financial Services's 13F filing for Q4 2016, filed 31 Jan 2017.