HBWM
HEWG

Hollow Brook Wealth Management’s iShares Currency Hedged MSCI Germany ETF HEWG Stock Holding History

Hollow Brook Wealth Management’s Portfolio HEWG Stock Details HEWG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-211,481
Closed -$6.04M – 57
2015
Q1 		$6.04M Buy
+211,481
New +$5.59M 2% 19

Other funds holding HEWG

WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
BC
Brinker Capital Berwyn, Pennsylvania $3.13B AUM 9.04% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
EWM
Evercore Wealth Management New York $6.36B AUM 20.35% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
GI
Glovista Investments Jersey City, New Jersey $215M AUM 10.51% 1-Year Est. Return

Hollow Brook Wealth Management's HEWG Position: Q2 2015 in Review

Hollow Brook Wealth Management sold out of iShares Currency Hedged MSCI Germany ETF (HEWG) in Q2 2015, closing a stake of 211,481 shares — an estimated $6.04M sold.

Hollow Brook Wealth Management first reported a position in HEWG in Q1 2015 and held it in 1 quarter. The position peaked at $6.04M in Q1 2015. 83 funds tracked by Wall St. Rank hold HEWG as of Q2 2015.

  • Hollow Brook Wealth Management reported no remaining iShares Currency Hedged MSCI Germany ETF position as of Q2 2015 after selling out during the quarter.
  • Hollow Brook Wealth Management sold 211,481 iShares Currency Hedged MSCI Germany ETF shares in Q2 2015, an estimated $6.04M.
  • Hollow Brook Wealth Management first reported a position in iShares Currency Hedged MSCI Germany ETF in Q1 2015 and held it in 1 quarter.
  • Hollow Brook Wealth Management's iShares Currency Hedged MSCI Germany ETF position peaked at $6.04M in Q1 2015.
  • 83 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Germany ETF as of Q2 2015.

Based on Hollow Brook Wealth Management's 13F filing for Q2 2015, filed 12 Aug 2015.