Ladenburg Thalmann Financial Services’s iShares Currency Hedged MSCI United Kingdom ETF HEWU Stock Holding History

Ladenburg Thalmann Financial Services’s Portfolio HEWU Stock Details HEWU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-102	Closed	-$3K	–	4999
2016 Q4	$3K	Sell	102 -654	-87%	-$16K	﹤0.01%	4454
2016 Q3	$20K	Buy	+756	New	+$18.7K	﹤0.01%	3417

Other funds holding HEWU

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

EAMA

EFG Asset Management (Americas) Miami, Florida $579M AUM 24.22% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

VWM

Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

VKH

Virtu KCG Holdings New York $3.6B AUM 19.31% 1-Year Est. Return

Ladenburg Thalmann Financial Services's HEWU Position: Q1 2017 in Review

Ladenburg Thalmann Financial Services sold out of iShares Currency Hedged MSCI United Kingdom ETF (HEWU) in Q1 2017, closing a stake of 102 shares — an estimated $3K sold.

Ladenburg Thalmann Financial Services first reported a position in HEWU in Q3 2016 and held it in 2 quarters. The position peaked at $20K in Q3 2016. 11 funds tracked by Wall St. Rank hold HEWU as of Q1 2017.

Ladenburg Thalmann Financial Services reported no remaining iShares Currency Hedged MSCI United Kingdom ETF position as of Q1 2017 after selling out during the quarter.
Ladenburg Thalmann Financial Services sold 102 iShares Currency Hedged MSCI United Kingdom ETF shares in Q1 2017, an estimated $3K.
Ladenburg Thalmann Financial Services first reported a position in iShares Currency Hedged MSCI United Kingdom ETF in Q3 2016 and held it in 2 quarters.
Ladenburg Thalmann Financial Services's iShares Currency Hedged MSCI United Kingdom ETF position peaked at $20K in Q3 2016.
11 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI United Kingdom ETF as of Q1 2017.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q1 2017, filed 15 May 2017.