LWS
EUHY

Lucia Wealth Services’s iShares Euro High Yield Corporate Bond USD Hedged ETF EUHY Stock Holding History

Lucia Wealth Services’s Portfolio EUHY Stock Details EUHY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-17,838
Closed -$990K – 217
2018
Q1 		$990K Buy
17,838
+9,474
+113% +$528K 0.32% 78
2017
Q4 		$455K Buy
+8,364
New +$448K 0.2% 88

Other funds holding EUHY

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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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Lucia Wealth Services's EUHY Position: Q2 2018 in Review

Lucia Wealth Services sold out of iShares Euro High Yield Corporate Bond USD Hedged ETF (EUHY) in Q2 2018, closing a stake of 17,838 shares — an estimated $990K sold.

Lucia Wealth Services first reported a position in EUHY in Q4 2017 and held it in 2 quarters. The position peaked at $990K in Q1 2018. 37 funds tracked by Wall St. Rank hold EUHY as of Q2 2018.

  • Lucia Wealth Services reported no remaining iShares Euro High Yield Corporate Bond USD Hedged ETF position as of Q2 2018 after selling out during the quarter.
  • Lucia Wealth Services sold 17,838 iShares Euro High Yield Corporate Bond USD Hedged ETF shares in Q2 2018, an estimated $990K.
  • Lucia Wealth Services first reported a position in iShares Euro High Yield Corporate Bond USD Hedged ETF in Q4 2017 and held it in 2 quarters.
  • Lucia Wealth Services's iShares Euro High Yield Corporate Bond USD Hedged ETF position peaked at $990K in Q1 2018.
  • 37 funds tracked by Wall St. Rank held iShares Euro High Yield Corporate Bond USD Hedged ETF as of Q2 2018.

Based on Lucia Wealth Services's 13F filing for Q2 2018, filed 9 Aug 2018.