Laffer Tengler Investments’s iShares Currency Hedged MSCI Spain ETF HEWP Stock Holding History

Laffer Tengler Investments’s Portfolio HEWP Stock Details HEWP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	–	Sell	-20,698	Closed	-$477K	–	213
2017 Q3	$477K	Sell	20,698 -30	-0.1%	-$691	0.13%	177
2017 Q2	$484K	Hold	20,728	–	–	0.12%	181
2017 Q1	$472K	Sell	20,728 -1,032	-5%	-$21.6K	0.12%	180
2016 Q4	$435K	Buy	+21,760	New	+$423K	0.12%	190
2016 Q2	–	Sell	-215,073	Closed	-$4.07M	–	293
2016 Q1	$4.07M	Buy	+215,073	New	+$4.02M	1.1%	15
2015 Q4	–	Hold	0	–	–	–	13
2015 Q3	–	Hold	0	–	–	–	10

Other funds holding HEWP

JPG

Jordan Park Group San Francisco, California $1.88B AUM 16.2% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Advisor Group Phoenix, Arizona $14.5B AUM 28.91% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 27.61% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

BHB

Bank Hapoalim BM Tel Aviv, Israel $1.5B AUM 26.39% 1-Year Est. Return

Laffer Tengler Investments's HEWP Position: Q4 2017 in Review

Laffer Tengler Investments sold out of iShares Currency Hedged MSCI Spain ETF (HEWP) in Q4 2017, closing a stake of 20,698 shares — an estimated $477K sold.

Laffer Tengler Investments first reported a position in HEWP in Q1 2016 and held it in 5 quarters. The position peaked at $4.07M in Q1 2016. 11 funds tracked by Wall St. Rank hold HEWP as of Q4 2017.

Laffer Tengler Investments reported no remaining iShares Currency Hedged MSCI Spain ETF position as of Q4 2017 after selling out during the quarter.
Laffer Tengler Investments sold 20,698 iShares Currency Hedged MSCI Spain ETF shares in Q4 2017, an estimated $477K.
Laffer Tengler Investments first reported a position in iShares Currency Hedged MSCI Spain ETF in Q1 2016 and held it in 5 quarters.
Laffer Tengler Investments's iShares Currency Hedged MSCI Spain ETF position peaked at $4.07M in Q1 2016.
11 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Spain ETF as of Q4 2017.

Based on Laffer Tengler Investments's 13F filing for Q4 2017, filed 13 Feb 2018.