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Patten Group’s iShares Currency Hedged MSCI ACWI ex US ETF HAWX Stock Holding History

Patten Group’s Portfolio HAWX Stock Details HAWX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-748
Closed -$10K – 627
2018
Q3 		$10K Buy
+748
New +$19.8K ﹤0.01% 509

Other funds holding HAWX

FA
Financial Advisors Andover, Massachusetts $564M AUM 12.83% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Patten Group's HAWX Position: Q4 2018 in Review

Patten Group sold out of iShares Currency Hedged MSCI ACWI ex US ETF (HAWX) in Q4 2018, closing a stake of 748 shares — an estimated $10K sold.

Patten Group first reported a position in HAWX in Q3 2018 and held it in 1 quarter. The position peaked at $10K in Q3 2018. 16 funds tracked by Wall St. Rank hold HAWX as of Q4 2018.

  • Patten Group reported no remaining iShares Currency Hedged MSCI ACWI ex US ETF position as of Q4 2018 after selling out during the quarter.
  • Patten Group sold 748 iShares Currency Hedged MSCI ACWI ex US ETF shares in Q4 2018, an estimated $10K.
  • Patten Group first reported a position in iShares Currency Hedged MSCI ACWI ex US ETF in Q3 2018 and held it in 1 quarter.
  • Patten Group's iShares Currency Hedged MSCI ACWI ex US ETF position peaked at $10K in Q3 2018.
  • 16 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI ACWI ex US ETF as of Q4 2018.

Based on Patten Group's 13F filing for Q4 2018, filed 12 Feb 2019.