NYLIM
HFXJ

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

New York Life Investment Management’s Portfolio HFXJ Stock Details HFXJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-1,327,287
Closed -$24.3M – 33
2016
Q4 		$24.3M Hold
1,327,287
– – 2.82% 11
2016
Q3 		$23.1M Hold
1,327,287
– – 2.53% 13
2016
Q2 		$21.4M Hold
1,327,287
– – 2.39% 14
2016
Q1 		$22.4M Buy
1,327,287
+25,087
+2% +$423K 3.36% 12
2015
Q4 		$24.3M Buy
1,302,200
+11,400
+0.9% +$214K 3.62% 8
2015
Q3 		$22.5M Buy
+1,290,800
New +$24.3M 2.1% 16

Other funds holding HFXJ

NYLIC
New York Life Insurance Company New York $527M AUM 17.24% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

New York Life Investment Management's HFXJ Position: Q1 2017 in Review

New York Life Investment Management sold out of IQ 50 Percent Hedged FTSE Japan ETF (HFXJ) in Q1 2017, closing a stake of 1,327,287 shares — an estimated $24.3M sold.

New York Life Investment Management first reported a position in HFXJ in Q3 2015 and held it in 6 quarters. The position peaked at $24.3M in Q4 2016. 7 funds tracked by Wall St. Rank hold HFXJ as of Q1 2017.

  • New York Life Investment Management reported no remaining IQ 50 Percent Hedged FTSE Japan ETF position as of Q1 2017 after selling out during the quarter.
  • New York Life Investment Management sold 1,327,287 IQ 50 Percent Hedged FTSE Japan ETF shares in Q1 2017, an estimated $24.3M.
  • New York Life Investment Management first reported a position in IQ 50 Percent Hedged FTSE Japan ETF in Q3 2015 and held it in 6 quarters.
  • New York Life Investment Management's IQ 50 Percent Hedged FTSE Japan ETF position peaked at $24.3M in Q4 2016.
  • 7 funds tracked by Wall St. Rank held IQ 50 Percent Hedged FTSE Japan ETF as of Q1 2017.

Based on New York Life Investment Management's 13F filing for Q1 2017, filed 12 May 2017.