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Pinnacle Advisory Group’s iShares Currency Hedged MSCI Eurozone ETF HEZU Stock Holding History

Pinnacle Advisory Group’s Portfolio HEZU Stock Details HEZU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-11,209
Closed -$329K – 188
2017
Q2 		$329K Hold
11,209
– – 0.02% 149
2017
Q1 		$321K Hold
11,209
– – 0.02% 150
2016
Q4 		$298K Buy
+11,209
New +$284K 0.02% 148

Other funds holding HEZU

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Pinnacle Advisory Group's HEZU Position: Q3 2017 in Review

Pinnacle Advisory Group sold out of iShares Currency Hedged MSCI Eurozone ETF (HEZU) in Q3 2017, closing a stake of 11,209 shares — an estimated $329K sold.

Pinnacle Advisory Group first reported a position in HEZU in Q4 2016 and held it in 3 quarters. The position peaked at $329K in Q2 2017. 93 funds tracked by Wall St. Rank hold HEZU as of Q3 2017.

  • Pinnacle Advisory Group reported no remaining iShares Currency Hedged MSCI Eurozone ETF position as of Q3 2017 after selling out during the quarter.
  • Pinnacle Advisory Group sold 11,209 iShares Currency Hedged MSCI Eurozone ETF shares in Q3 2017, an estimated $329K.
  • Pinnacle Advisory Group first reported a position in iShares Currency Hedged MSCI Eurozone ETF in Q4 2016 and held it in 3 quarters.
  • Pinnacle Advisory Group's iShares Currency Hedged MSCI Eurozone ETF position peaked at $329K in Q2 2017.
  • 93 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Eurozone ETF as of Q3 2017.

Based on Pinnacle Advisory Group's 13F filing for Q3 2017, filed 25 Oct 2017.