SIM
HEWG

Sonora Investment Management’s iShares Currency Hedged MSCI Germany ETF HEWG Stock Holding History

Sonora Investment Management’s Portfolio HEWG Stock Details HEWG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-144
Closed -$3.95K – 1226
2018
Q1 		$3.95K Buy
+144
New +$4.09K ﹤0.01% 980

Other funds holding HEWG

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return
CM
Castleark Management Chicago, Illinois $3.02B AUM 53.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
DG
Delek Group Herzliya, Israel $2.59B AUM 1.24% 1-Year Est. Return

Sonora Investment Management's HEWG Position: Q2 2018 in Review

Sonora Investment Management sold out of iShares Currency Hedged MSCI Germany ETF (HEWG) in Q2 2018, closing a stake of 144 shares — an estimated $3.95K sold.

Sonora Investment Management first reported a position in HEWG in Q1 2018 and held it in 1 quarter. The position peaked at $3.95K in Q1 2018. 55 funds tracked by Wall St. Rank hold HEWG as of Q2 2018.

  • Sonora Investment Management reported no remaining iShares Currency Hedged MSCI Germany ETF position as of Q2 2018 after selling out during the quarter.
  • Sonora Investment Management sold 144 iShares Currency Hedged MSCI Germany ETF shares in Q2 2018, an estimated $3.95K.
  • Sonora Investment Management first reported a position in iShares Currency Hedged MSCI Germany ETF in Q1 2018 and held it in 1 quarter.
  • Sonora Investment Management's iShares Currency Hedged MSCI Germany ETF position peaked at $3.95K in Q1 2018.
  • 55 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Germany ETF as of Q2 2018.

Based on Sonora Investment Management's 13F filing for Q2 2018, filed 6 Aug 2018.