NYLIM
HFXE

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

New York Life Investment Management’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
2018
Q2 		– Sell
-6,395,407
Closed -$126M – 28
2018
Q1 		$126M Buy
6,395,407
+78,643
+1% +$1.59M 7.74% 6
2017
Q4 		$128M Buy
6,316,764
+342,225
+6% +$6.88M 8.91% 4
2017
Q3 		$119M Buy
5,974,539
+829,629
+16% +$16.2M 9.63% 3
2017
Q2 		$98.6M Buy
5,144,910
+2,462,717
+92% +$47.3M 9.06% 4
2017
Q1 		$49.1M Buy
2,682,193
+1,309,011
+95% +$23.4M 6.13% 6
2016
Q4 		$23.6M Hold
1,373,182
– – 2.74% 12
2016
Q3 		$24.5M Hold
1,373,182
– – 2.69% 12
2016
Q2 		$23.5M Sell
1,373,182
-24
-0% -$417 2.62% 12
2016
Q1 		$23.7M Buy
1,373,206
+62,806
+5% +$1.05M 3.55% 9
2015
Q4 		$23.5M Buy
1,310,400
+11,300
+0.9% +$207K 3.5% 10
2015
Q3 		$22.9M Buy
+1,299,100
New +$24.2M 2.14% 14

Other funds holding HFXE

MSL
Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return
SAM
Summit Asset Management Memphis, Tennessee $780M AUM 16.8% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
CBT
Central Bank & Trust Lexington, Kentucky $705M AUM 34.21% 1-Year Est. Return

New York Life Investment Management's HFXE Position: Q2 2018 in Review

New York Life Investment Management sold out of IQ 50 Percent Hedged FTSE Europe ETF (HFXE) in Q2 2018, closing a stake of 6,395,407 shares — an estimated $126M sold.

New York Life Investment Management first reported a position in HFXE in Q3 2015 and held it in 11 quarters. The position peaked at $128M in Q4 2017. 11 funds tracked by Wall St. Rank hold HFXE as of Q2 2018.

  • New York Life Investment Management reported no remaining IQ 50 Percent Hedged FTSE Europe ETF position as of Q2 2018 after selling out during the quarter.
  • New York Life Investment Management sold 6,395,407 IQ 50 Percent Hedged FTSE Europe ETF shares in Q2 2018, an estimated $126M.
  • New York Life Investment Management first reported a position in IQ 50 Percent Hedged FTSE Europe ETF in Q3 2015 and held it in 11 quarters.
  • New York Life Investment Management's IQ 50 Percent Hedged FTSE Europe ETF position peaked at $128M in Q4 2017.
  • 11 funds tracked by Wall St. Rank held IQ 50 Percent Hedged FTSE Europe ETF as of Q2 2018.

Based on New York Life Investment Management's 13F filing for Q2 2018, filed 13 Aug 2018.