JP Morgan Private Wealth Advisors’s iShares Currency Hedged MSCI Germany ETF HEWG Stock Holding History

JP Morgan Private Wealth Advisors’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
2018 Q1	–	Sell	-10,018	Closed	-$288K	–	1394
2017 Q4	$288K	Sell	10,018 -302	-3%	-$8.79K	﹤0.01%	1070
2017 Q3	$294K	Sell	10,320 -13,151	-56%	-$361K	﹤0.01%	1026
2017 Q2	$657K	Buy	23,471 +10,320	+78%	+$293K	0.01%	741
2017 Q1	$366K	Buy	13,151 +2,831	+27%	+$75.7K	﹤0.01%	992
2016 Q4	$267K	Hold	10,320	–	–	﹤0.01%	1052
2016 Q3	$247K	Hold	10,320	–	–	﹤0.01%	1063
2016 Q2	$234K	Buy	+10,320	New	+$238K	﹤0.01%	1087
2016 Q1	–	Sell	-10,320	Closed	-$251K	–	1307
2015 Q4	$251K	Buy	+10,320	New	+$254K	﹤0.01%	940

Other funds holding HEWG

WIM

Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Castleark Management Chicago, Illinois $3.02B AUM 53.92% 1-Year Est. Return

ANTB

AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

JP Morgan Private Wealth Advisors's HEWG Position: Q1 2018 in Review

JP Morgan Private Wealth Advisors sold out of iShares Currency Hedged MSCI Germany ETF (HEWG) in Q1 2018, closing a stake of 10,018 shares — an estimated $288K sold.

JP Morgan Private Wealth Advisors first reported a position in HEWG in Q4 2015 and held it in 8 quarters. The position peaked at $657K in Q2 2017. 67 funds tracked by Wall St. Rank hold HEWG as of Q1 2018.

JP Morgan Private Wealth Advisors reported no remaining iShares Currency Hedged MSCI Germany ETF position as of Q1 2018 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 10,018 iShares Currency Hedged MSCI Germany ETF shares in Q1 2018, an estimated $288K.
JP Morgan Private Wealth Advisors first reported a position in iShares Currency Hedged MSCI Germany ETF in Q4 2015 and held it in 8 quarters.
JP Morgan Private Wealth Advisors's iShares Currency Hedged MSCI Germany ETF position peaked at $657K in Q2 2017.
67 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Germany ETF as of Q1 2018.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q1 2018, filed 10 May 2018.