LWCFA
HEWG

Loring Wolcott & Coolidge Fiduciary Advisors’s iShares Currency Hedged MSCI Germany ETF HEWG Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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
2018
Q2 		– Sell
-1,492
Closed -$41K – 743
2018
Q1 		$41K Buy
+1,492
New +$42.3K ﹤0.01% 466

Other funds holding HEWG

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.88B AUM 24.08% 1-Year Est. Return
CM
Castleark Management Chicago, Illinois $3.02B AUM 53.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
DG
Delek Group Herzliya, Israel $2.59B AUM 1.24% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's HEWG Position: Q2 2018 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of iShares Currency Hedged MSCI Germany ETF (HEWG) in Q2 2018, closing a stake of 1,492 shares — an estimated $41K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in HEWG in Q1 2018 and held it in 1 quarter. The position peaked at $41K in Q1 2018. 55 funds tracked by Wall St. Rank hold HEWG as of Q2 2018.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining iShares Currency Hedged MSCI Germany ETF position as of Q2 2018 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 1,492 iShares Currency Hedged MSCI Germany ETF shares in Q2 2018, an estimated $41K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in iShares Currency Hedged MSCI Germany ETF in Q1 2018 and held it in 1 quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors's iShares Currency Hedged MSCI Germany ETF position peaked at $41K in Q1 2018.
  • 55 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Germany ETF as of Q2 2018.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2018, filed 7 Aug 2018.