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Sowell Financial Services’s iShares Currency Hedged MSCI Japan ETF HEWJ Stock Holding History

Sowell Financial Services’s Portfolio HEWJ Stock Details HEWJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-1,873
Closed -$53K – 388
2016
Q4 		$53K Buy
+1,873
New +$49.8K 0.02% 334

Other funds holding HEWJ

CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
SFM
Signature Financial Management Norfolk, Virginia $416M AUM 8.59% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return

Sowell Financial Services's HEWJ Position: Q1 2017 in Review

Sowell Financial Services sold out of iShares Currency Hedged MSCI Japan ETF (HEWJ) in Q1 2017, closing a stake of 1,873 shares — an estimated $53K sold.

Sowell Financial Services first reported a position in HEWJ in Q4 2016 and held it in 1 quarter. The position peaked at $53K in Q4 2016. 83 funds tracked by Wall St. Rank hold HEWJ as of Q1 2017.

  • Sowell Financial Services reported no remaining iShares Currency Hedged MSCI Japan ETF position as of Q1 2017 after selling out during the quarter.
  • Sowell Financial Services sold 1,873 iShares Currency Hedged MSCI Japan ETF shares in Q1 2017, an estimated $53K.
  • Sowell Financial Services first reported a position in iShares Currency Hedged MSCI Japan ETF in Q4 2016 and held it in 1 quarter.
  • Sowell Financial Services's iShares Currency Hedged MSCI Japan ETF position peaked at $53K in Q4 2016.
  • 83 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Japan ETF as of Q1 2017.

Based on Sowell Financial Services's 13F filing for Q1 2017, filed 31 May 2017.