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Karpus Investment Management’s iShares Currency Hedged MSCI Japan ETF HEWJ Stock Holding History

Karpus Investment 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 		– Sell
-568,550
Closed -$14.1M – 154
2016
Q3 		$14.1M Sell
568,550
-5,930
-1% -$144K 0.74% 52
2016
Q2 		$13.4M Buy
+574,480
New +$14.2M 0.69% 58

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 $7.56B AUM 23.82% 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 $303B AUM 53.02% 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

Karpus Investment Management's HEWJ Position: Q4 2016 in Review

Karpus Investment Management sold out of iShares Currency Hedged MSCI Japan ETF (HEWJ) in Q4 2016, closing a stake of 568,550 shares — an estimated $14.1M sold.

Karpus Investment Management first reported a position in HEWJ in Q2 2016 and held it in 2 quarters. The position peaked at $14.1M in Q3 2016. 77 funds tracked by Wall St. Rank hold HEWJ as of Q4 2016.

  • Karpus Investment Management reported no remaining iShares Currency Hedged MSCI Japan ETF position as of Q4 2016 after selling out during the quarter.
  • Karpus Investment Management sold 568,550 iShares Currency Hedged MSCI Japan ETF shares in Q4 2016, an estimated $14.1M.
  • Karpus Investment Management first reported a position in iShares Currency Hedged MSCI Japan ETF in Q2 2016 and held it in 2 quarters.
  • Karpus Investment Management's iShares Currency Hedged MSCI Japan ETF position peaked at $14.1M in Q3 2016.
  • 77 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Japan ETF as of Q4 2016.

Based on Karpus Investment Management's 13F filing for Q4 2016, filed 14 Feb 2017.