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Robertson Stephens Advisors’s iShares Currency Hedged MSCI Eurozone ETF HEZU Stock Holding History

Robertson Stephens Advisors’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 		$5.73M Sell
190,234
-197,384
-51% -$5.77M 4.94% 4
2017
Q2 		$11.4M Buy
387,618
+160,439
+71% +$4.76M 10.21% 1
2017
Q1 		$6.65M Buy
227,179
+22,290
+11% +$609K 5.93% 3
2016
Q4 		$5.49M Buy
+204,889
New +$5.19M 3.12% 5

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

Robertson Stephens Advisors's HEZU Position: Q3 2017 in Review

Robertson Stephens Advisors reduced its iShares Currency Hedged MSCI Eurozone ETF (HEZU) stake by 51% in Q3 2017, selling an estimated $5.77M and leaving 190,234 shares worth $5.73M. The position accounts for 4.94% of the portfolio, ranked #4.

Robertson Stephens Advisors first reported a position in HEZU in Q4 2016 and has held it in 4 quarters since. The position peaked at $11.4M in Q2 2017. 93 funds tracked by Wall St. Rank hold HEZU as of Q3 2017.

  • Robertson Stephens Advisors held 190,234 shares of iShares Currency Hedged MSCI Eurozone ETF worth $5.73M as of Q3 2017.
  • Robertson Stephens Advisors sold 197,384 iShares Currency Hedged MSCI Eurozone ETF shares in Q3 2017, an estimated $5.77M.
  • iShares Currency Hedged MSCI Eurozone ETF made up 4.94% of Robertson Stephens Advisors's portfolio in Q3 2017, its #4 holding.
  • Robertson Stephens Advisors first reported a position in iShares Currency Hedged MSCI Eurozone ETF in Q4 2016 and has held it in 4 quarters since.
  • Robertson Stephens Advisors's iShares Currency Hedged MSCI Eurozone ETF position peaked at $11.4M in Q2 2017.
  • 93 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Eurozone ETF as of Q3 2017.

Based on Robertson Stephens Advisors's 13F filing for Q3 2017, filed 13 Nov 2017.