Loomis, Sayles & Company
HEWG

Loomis, Sayles & Company’s iShares Currency Hedged MSCI Germany ETF HEWG Stock Holding History

Loomis, Sayles & Company’s Portfolio HEWG Stock Details HEWG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-1,100
Closed -$29K – 1076
2015
Q2 		$29K Sell
1,100
-2,030
-65% -$56K ﹤0.01% 743
2015
Q1 		$89K Buy
+3,130
New +$82.7K ﹤0.01% 699

Other funds holding HEWG

LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EWM
Evercore Wealth Management New York $6.36B AUM 20.35% 1-Year Est. Return
BC
Brinker Capital Berwyn, Pennsylvania $3.13B AUM 9.04% 1-Year Est. Return

Loomis, Sayles & Company's HEWG Position: Q3 2015 in Review

Loomis, Sayles & Company sold out of iShares Currency Hedged MSCI Germany ETF (HEWG) in Q3 2015, closing a stake of 1,100 shares — an estimated $29K sold.

Loomis, Sayles & Company first reported a position in HEWG in Q1 2015 and held it in 2 quarters. The position peaked at $89K in Q1 2015. 87 funds tracked by Wall St. Rank hold HEWG as of Q3 2015.

  • Loomis, Sayles & Company reported no remaining iShares Currency Hedged MSCI Germany ETF position as of Q3 2015 after selling out during the quarter.
  • Loomis, Sayles & Company sold 1,100 iShares Currency Hedged MSCI Germany ETF shares in Q3 2015, an estimated $29K.
  • Loomis, Sayles & Company first reported a position in iShares Currency Hedged MSCI Germany ETF in Q1 2015 and held it in 2 quarters.
  • Loomis, Sayles & Company's iShares Currency Hedged MSCI Germany ETF position peaked at $89K in Q1 2015.
  • 87 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Germany ETF as of Q3 2015.

Based on Loomis, Sayles & Company's 13F filing for Q3 2015, filed 13 Nov 2015.