NYLIC
HFXE

New York Life Insurance Company’s IQ 50 Percent Hedged FTSE Europe ETF HFXE Stock Holding History

New York Life Insurance Company’s Portfolio HFXE Stock Details HFXE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		$27.9M Hold
1,373,182
– – 2.6% 8
2017
Q3 		$27.4M Hold
1,373,182
– – 3.19% 8
2017
Q2 		$26.3M Hold
1,373,182
– – 3.38% 8
2017
Q1 		$25.2M Buy
+1,373,182
New +$24.5M 3.68% 6

Other funds holding HFXE

NYLIM
New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SAM
Summit Asset Management Memphis, Tennessee $780M AUM 16.8% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KFC
Klingenstein Fields & Co New York $2.86B AUM 28.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

New York Life Insurance Company's HFXE Position: Q4 2017 in Review

New York Life Insurance Company held its IQ 50 Percent Hedged FTSE Europe ETF (HFXE) position steady in Q4 2017 at 1,373,182 shares worth $27.9M. The position accounts for 2.6% of the portfolio, ranked #8.

New York Life Insurance Company first reported a position in HFXE in Q1 2017 and has held it in 4 quarters since. 11 funds tracked by Wall St. Rank hold HFXE as of Q4 2017.

  • New York Life Insurance Company held 1,373,182 shares of IQ 50 Percent Hedged FTSE Europe ETF worth $27.9M as of Q4 2017.
  • New York Life Insurance Company left its IQ 50 Percent Hedged FTSE Europe ETF share count unchanged in Q4 2017.
  • IQ 50 Percent Hedged FTSE Europe ETF made up 2.6% of New York Life Insurance Company's portfolio in Q4 2017, its #8 holding.
  • New York Life Insurance Company first reported a position in IQ 50 Percent Hedged FTSE Europe ETF in Q1 2017 and has held it in 4 quarters since.
  • 11 funds tracked by Wall St. Rank held IQ 50 Percent Hedged FTSE Europe ETF as of Q4 2017.

Based on New York Life Insurance Company's 13F filing for Q4 2017, filed 12 Feb 2018.