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Parsons Capital Management’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Parsons Capital Management’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
2017
Q1 		– Sell
-9,200
Closed -$240K – 343
2016
Q4 		$240K Hold
9,200
– – 0.03% 301
2016
Q3 		$228K Hold
9,200
– – 0.03% 302
2016
Q2 		$221K Buy
9,200
+806
+10% +$19.4K 0.03% 303
2016
Q1 		$200K Buy
+8,394
New +$198K 0.03% 317

Other funds holding HEFA

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Parsons Capital Management's HEFA Position: Q1 2017 in Review

Parsons Capital Management sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q1 2017, closing a stake of 9,200 shares — an estimated $240K sold.

Parsons Capital Management first reported a position in HEFA in Q1 2016 and held it in 4 quarters. The position peaked at $240K in Q4 2016. 186 funds tracked by Wall St. Rank hold HEFA as of Q1 2017.

  • Parsons Capital Management reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q1 2017 after selling out during the quarter.
  • Parsons Capital Management sold 9,200 iShares Currency Hedged MSCI EAFE ETF shares in Q1 2017, an estimated $240K.
  • Parsons Capital Management first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q1 2016 and held it in 4 quarters.
  • Parsons Capital Management's iShares Currency Hedged MSCI EAFE ETF position peaked at $240K in Q4 2016.
  • 186 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q1 2017.

Based on Parsons Capital Management's 13F filing for Q1 2017, filed 28 Apr 2017.