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Lenox Wealth Advisors’s iShares Currency Hedged MSCI Eurozone ETF HEZU Stock Holding History

Lenox Wealth Advisors’s Portfolio HEZU Stock Details HEZU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-612
Closed -$15K – 531
2015
Q3 		$15K Buy
+612
New +$16.4K 0.01% 157

Other funds holding HEZU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Lenox Wealth Advisors's HEZU Position: Q4 2015 in Review

Lenox Wealth Advisors sold out of iShares Currency Hedged MSCI Eurozone ETF (HEZU) in Q4 2015, closing a stake of 612 shares — an estimated $15K sold.

Lenox Wealth Advisors first reported a position in HEZU in Q3 2015 and held it in 1 quarter. The position peaked at $15K in Q3 2015. 86 funds tracked by Wall St. Rank hold HEZU as of Q4 2015.

  • Lenox Wealth Advisors reported no remaining iShares Currency Hedged MSCI Eurozone ETF position as of Q4 2015 after selling out during the quarter.
  • Lenox Wealth Advisors sold 612 iShares Currency Hedged MSCI Eurozone ETF shares in Q4 2015, an estimated $15K.
  • Lenox Wealth Advisors first reported a position in iShares Currency Hedged MSCI Eurozone ETF in Q3 2015 and held it in 1 quarter.
  • Lenox Wealth Advisors's iShares Currency Hedged MSCI Eurozone ETF position peaked at $15K in Q3 2015.
  • 86 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Eurozone ETF as of Q4 2015.

Based on Lenox Wealth Advisors's 13F filing for Q4 2015, filed 8 Jan 2016.