JWM
HEWG

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

Jackson 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
Q3 		– Sell
-14,418
Closed -$376K – 138
2015
Q2 		$376K Buy
+14,418
New +$398K 0.13% 91

Other funds holding HEWG

LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
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
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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EWM
Evercore Wealth Management New York $6.36B AUM 20.35% 1-Year Est. Return
BC
Brinker Capital Berwyn, Pennsylvania $3.13B AUM 9.04% 1-Year Est. Return

Jackson Wealth Management's HEWG Position: Q3 2015 in Review

Jackson Wealth Management sold out of iShares Currency Hedged MSCI Germany ETF (HEWG) in Q3 2015, closing a stake of 14,418 shares — an estimated $376K sold.

Jackson Wealth Management first reported a position in HEWG in Q2 2015 and held it in 1 quarter. The position peaked at $376K in Q2 2015. 87 funds tracked by Wall St. Rank hold HEWG as of Q3 2015.

  • Jackson Wealth Management reported no remaining iShares Currency Hedged MSCI Germany ETF position as of Q3 2015 after selling out during the quarter.
  • Jackson Wealth Management sold 14,418 iShares Currency Hedged MSCI Germany ETF shares in Q3 2015, an estimated $376K.
  • Jackson Wealth Management first reported a position in iShares Currency Hedged MSCI Germany ETF in Q2 2015 and held it in 1 quarter.
  • Jackson Wealth Management's iShares Currency Hedged MSCI Germany ETF position peaked at $376K in Q2 2015.
  • 87 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Germany ETF as of Q3 2015.

Based on Jackson Wealth Management's 13F filing for Q3 2015, filed 30 Oct 2015.