Patriot Financial Group Insurance Agency’s iShares Currency Hedged MSCI Germany ETF HEWG Stock Holding History

Patriot Financial Group Insurance Agency’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
2018 Q2	–	Sell	-100	Closed	-$3K	–	935
2018 Q1	$3K	Hold	100	–	–	﹤0.01%	848
2017 Q4	$3K	Hold	100	–	–	﹤0.01%	844
2017 Q3	$3K	Hold	100	–	–	﹤0.01%	811
2017 Q2	$3K	Buy	+100	New	+$2.84K	﹤0.01%	802

Other funds holding HEWG

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

ANTB

AMG National Trust Bank Greenwood Village, Colorado $4.88B AUM 24.08% 1-Year Est. Return

Castleark Management Chicago, Illinois $3.02B AUM 53.92% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Delek Group Herzliya, Israel $2.59B AUM 1.24% 1-Year Est. Return

Patriot Financial Group Insurance Agency's HEWG Position: Q2 2018 in Review

Patriot Financial Group Insurance Agency sold out of iShares Currency Hedged MSCI Germany ETF (HEWG) in Q2 2018, closing a stake of 100 shares — an estimated $3K sold.

Patriot Financial Group Insurance Agency first reported a position in HEWG in Q2 2017 and held it in 4 quarters. The position peaked at $3K in Q1 2018. 55 funds tracked by Wall St. Rank hold HEWG as of Q2 2018.

Patriot Financial Group Insurance Agency reported no remaining iShares Currency Hedged MSCI Germany ETF position as of Q2 2018 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 100 iShares Currency Hedged MSCI Germany ETF shares in Q2 2018, an estimated $3K.
Patriot Financial Group Insurance Agency first reported a position in iShares Currency Hedged MSCI Germany ETF in Q2 2017 and held it in 4 quarters.
Patriot Financial Group Insurance Agency's iShares Currency Hedged MSCI Germany ETF position peaked at $3K in Q1 2018.
55 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Germany ETF as of Q2 2018.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2018, filed 14 Aug 2018.