Private Capital Group’s iShares Currency Hedged MSCI Eurozone ETF HEZU Stock Holding History

Private Capital 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
2019 Q3	–	Sell	-1,263	Closed	-$38K	–	2336
2019 Q2	$38K	Buy	+1,263	New	+$38.1K	0.01%	787
2018 Q3	–	Sell	-1,263	Closed	-$37K	–	2234
2018 Q2	$37K	Buy	1,263 +654	+107%	+$20K	0.01%	826
2018 Q1	$18K	Buy	+609	New	+$18.3K	﹤0.01%	1116

Other funds holding HEZU

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Permanens Capital New York $776M AUM 30.08% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

MRCM

M&R Capital Management Summit, New Jersey $454M AUM 40.11% 1-Year Est. Return

Private Capital Group's HEZU Position: Q3 2019 in Review

Private Capital Group sold out of iShares Currency Hedged MSCI Eurozone ETF (HEZU) in Q3 2019, closing a stake of 1,263 shares — an estimated $38K sold.

Private Capital Group first reported a position in HEZU in Q1 2018 and held it in 3 quarters. The position peaked at $38K in Q2 2019. 82 funds tracked by Wall St. Rank hold HEZU as of Q3 2019.

Private Capital Group reported no remaining iShares Currency Hedged MSCI Eurozone ETF position as of Q3 2019 after selling out during the quarter.
Private Capital Group sold 1,263 iShares Currency Hedged MSCI Eurozone ETF shares in Q3 2019, an estimated $38K.
Private Capital Group first reported a position in iShares Currency Hedged MSCI Eurozone ETF in Q1 2018 and held it in 3 quarters.
Private Capital Group's iShares Currency Hedged MSCI Eurozone ETF position peaked at $38K in Q2 2019.
82 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Eurozone ETF as of Q3 2019.

Based on Private Capital Group's 13F filing for Q3 2019, filed 13 Nov 2019.