Richard C. Young & Co’s iShares Currency Hedged MSCI Eurozone ETF HEZU Stock Holding History

Richard C. Young & Co’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 Q4	–	Sell	-143,169	Closed	-$4.31M	–	67
2017 Q3	$4.31M	Sell	143,169 -13,800	-9%	-$403K	0.82%	42
2017 Q2	$4.6M	Sell	156,969 -4,165	-3%	-$123K	0.9%	41
2017 Q1	$4.62M	Sell	161,134 -10,433	-6%	-$285K	0.91%	42
2016 Q4	$4.56M	Sell	171,567 -307,405	-64%	-$7.79M	0.96%	42
2016 Q3	$11.9M	Buy	478,972 +14,202	+3%	+$346K	2.57%	6
2016 Q2	$11.2M	Sell	464,770 -13,919	-3%	-$341K	2.48%	8
2016 Q1	$11.7M	Buy	478,689 +17,659	+4%	+$423K	2.62%	6
2015 Q4	$11.9M	Buy	+461,030	New	+$12.2M	2.71%	4

Other funds holding HEZU

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

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

Hamilton Capital Columbus, Ohio $1.93B AUM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Richard C. Young & Co's HEZU Position: Q4 2017 in Review

Richard C. Young & Co sold out of iShares Currency Hedged MSCI Eurozone ETF (HEZU) in Q4 2017, closing a stake of 143,169 shares — an estimated $4.31M sold.

Richard C. Young & Co first reported a position in HEZU in Q4 2015 and held it in 8 quarters. The position peaked at $11.9M in Q4 2015. 103 funds tracked by Wall St. Rank hold HEZU as of Q4 2017.

Richard C. Young & Co reported no remaining iShares Currency Hedged MSCI Eurozone ETF position as of Q4 2017 after selling out during the quarter.
Richard C. Young & Co sold 143,169 iShares Currency Hedged MSCI Eurozone ETF shares in Q4 2017, an estimated $4.31M.
Richard C. Young & Co first reported a position in iShares Currency Hedged MSCI Eurozone ETF in Q4 2015 and held it in 8 quarters.
Richard C. Young & Co's iShares Currency Hedged MSCI Eurozone ETF position peaked at $11.9M in Q4 2015.
103 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Eurozone ETF as of Q4 2017.

Based on Richard C. Young & Co's 13F filing for Q4 2017, filed 13 Feb 2018.