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J. Safra Asset Management’s iShares Currency Hedged MSCI Japan ETF HEWJ Stock Holding History

J. Safra Asset Management’s Portfolio HEWJ Stock Details HEWJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		$420K Buy
15,100
+5,100
+51% +$136K 0.8% 12
2016
Q3 		$248K Buy
+10,000
New +$242K 0.43% 15

Other funds holding HEWJ

CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
CAM
Contour Asset Management New York $3.08B AUM 21.94% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
SFM
Signature Financial Management Norfolk, Virginia $416M AUM 8.59% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

J. Safra Asset Management's HEWJ Position: Q4 2016 in Review

J. Safra Asset Management increased its iShares Currency Hedged MSCI Japan ETF (HEWJ) stake by 51% in Q4 2016, buying an estimated $136K and bringing the position to 15,100 shares worth $420K. The position accounts for 0.8% of the portfolio, ranked #12.

J. Safra Asset Management first reported a position in HEWJ in Q3 2016 and has held it in 2 quarters since. 77 funds tracked by Wall St. Rank hold HEWJ as of Q4 2016.

  • J. Safra Asset Management held 15,100 shares of iShares Currency Hedged MSCI Japan ETF worth $420K as of Q4 2016.
  • J. Safra Asset Management bought 5,100 iShares Currency Hedged MSCI Japan ETF shares in Q4 2016, an estimated $136K.
  • iShares Currency Hedged MSCI Japan ETF made up 0.8% of J. Safra Asset Management's portfolio in Q4 2016, its #12 holding.
  • J. Safra Asset Management first reported a position in iShares Currency Hedged MSCI Japan ETF in Q3 2016 and has held it in 2 quarters since.
  • 77 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Japan ETF as of Q4 2016.

Based on J. Safra Asset Management's 13F filing for Q4 2016, filed 9 Feb 2017.