NYLIM
HEWG

New York Life Investment Management’s iShares Currency Hedged MSCI Germany ETF HEWG Stock Holding History

New York Life Investment Management’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
Q4 		– Sell
-420,647
Closed -$9.54M – 220
2015
Q3 		$9.54M Buy
+420,647
New +$10.5M 0.89% 34

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
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
EWM
Evercore Wealth Management New York $6.36B AUM 20.35% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

New York Life Investment Management's HEWG Position: Q4 2015 in Review

New York Life Investment Management sold out of iShares Currency Hedged MSCI Germany ETF (HEWG) in Q4 2015, closing a stake of 420,647 shares — an estimated $9.54M sold.

New York Life Investment Management first reported a position in HEWG in Q3 2015 and held it in 1 quarter. The position peaked at $9.54M in Q3 2015. 90 funds tracked by Wall St. Rank hold HEWG as of Q4 2015.

  • New York Life Investment Management reported no remaining iShares Currency Hedged MSCI Germany ETF position as of Q4 2015 after selling out during the quarter.
  • New York Life Investment Management sold 420,647 iShares Currency Hedged MSCI Germany ETF shares in Q4 2015, an estimated $9.54M.
  • New York Life Investment Management first reported a position in iShares Currency Hedged MSCI Germany ETF in Q3 2015 and held it in 1 quarter.
  • New York Life Investment Management's iShares Currency Hedged MSCI Germany ETF position peaked at $9.54M in Q3 2015.
  • 90 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Germany ETF as of Q4 2015.

Based on New York Life Investment Management's 13F filing for Q4 2015, filed 16 Feb 2016.