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Lehman Financial Resources’s iShares Currency Hedged MSCI Japan ETF HEWJ Stock Holding History

Lehman Financial Resources’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
2015
Q4 		– Sell
-100
Closed -$2K – 178
2015
Q3 		$2K Hold
100
– – ﹤0.01% 411
2015
Q2 		$3K Hold
100
– – ﹤0.01% 380
2015
Q1 		$3K Buy
+100
New +$2.87K ﹤0.01% 374

Other funds holding HEWJ

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CBU
CIBC Bank USA Chicago, Illinois $756M AUM 24.68% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return

Lehman Financial Resources's HEWJ Position: Q4 2015 in Review

Lehman Financial Resources sold out of iShares Currency Hedged MSCI Japan ETF (HEWJ) in Q4 2015, closing a stake of 100 shares — an estimated $2K sold.

Lehman Financial Resources first reported a position in HEWJ in Q1 2015 and held it in 3 quarters. The position peaked at $3K in Q2 2015. 69 funds tracked by Wall St. Rank hold HEWJ as of Q4 2015.

  • Lehman Financial Resources reported no remaining iShares Currency Hedged MSCI Japan ETF position as of Q4 2015 after selling out during the quarter.
  • Lehman Financial Resources sold 100 iShares Currency Hedged MSCI Japan ETF shares in Q4 2015, an estimated $2K.
  • Lehman Financial Resources first reported a position in iShares Currency Hedged MSCI Japan ETF in Q1 2015 and held it in 3 quarters.
  • Lehman Financial Resources's iShares Currency Hedged MSCI Japan ETF position peaked at $3K in Q2 2015.
  • 69 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Japan ETF as of Q4 2015.

Based on Lehman Financial Resources's 13F filing for Q4 2015, filed 17 Feb 2016.