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Midwest Professional Planners Ltd (MPPL)’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Midwest Professional Planners Ltd (MPPL)’s Portfolio HEFA Stock Details HEFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-994
Closed -$29K – 334
2018
Q1 		$29K Buy
994
+79
+9% +$2.32K 0.03% 161
2017
Q4 		$27K Buy
+915
New +$27.1K 0.02% 167

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Bank of America
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PV
Private Vista Chicago, Illinois $207M AUM 1.59% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FHB
First Hawaiian Bank Honolulu, Hawaii $790M AUM 20.06% 1-Year Est. Return
CCM
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US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Midwest Professional Planners Ltd (MPPL)'s HEFA Position: Q2 2018 in Review

Midwest Professional Planners Ltd (MPPL) sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q2 2018, closing a stake of 994 shares — an estimated $29K sold.

Midwest Professional Planners Ltd (MPPL) first reported a position in HEFA in Q4 2017 and held it in 2 quarters. The position peaked at $29K in Q1 2018. 200 funds tracked by Wall St. Rank hold HEFA as of Q2 2018.

  • Midwest Professional Planners Ltd (MPPL) reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q2 2018 after selling out during the quarter.
  • Midwest Professional Planners Ltd (MPPL) sold 994 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2018, an estimated $29K.
  • Midwest Professional Planners Ltd (MPPL) first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q4 2017 and held it in 2 quarters.
  • Midwest Professional Planners Ltd (MPPL)'s iShares Currency Hedged MSCI EAFE ETF position peaked at $29K in Q1 2018.
  • 200 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2018.

Based on Midwest Professional Planners Ltd (MPPL)'s 13F filing for Q2 2018, filed 10 Aug 2018.