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SSI Investment Management’s iShares Currency Hedged MSCI Eurozone ETF HEZU Stock Holding History

SSI Investment Management’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
-86,043
Closed -$2.59M – 313
2017
Q3 		$2.59M Sell
86,043
-8
-0% -$234 0.22% 140
2017
Q2 		$2.52M Buy
86,051
+4,088
+5% +$121K 0.22% 145
2017
Q1 		$2.35M Buy
81,963
+57,071
+229% +$1.56M 0.22% 152
2016
Q4 		$661K Buy
+24,892
New +$631K 0.06% 204

Other funds holding HEZU

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
HC
Hamilton Capital Columbus, Ohio $1.93B AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

SSI Investment Management's HEZU Position: Q4 2017 in Review

SSI Investment Management sold out of iShares Currency Hedged MSCI Eurozone ETF (HEZU) in Q4 2017, closing a stake of 86,043 shares — an estimated $2.59M sold.

SSI Investment Management first reported a position in HEZU in Q4 2016 and held it in 4 quarters. The position peaked at $2.59M in Q3 2017. 103 funds tracked by Wall St. Rank hold HEZU as of Q4 2017.

  • SSI Investment Management reported no remaining iShares Currency Hedged MSCI Eurozone ETF position as of Q4 2017 after selling out during the quarter.
  • SSI Investment Management sold 86,043 iShares Currency Hedged MSCI Eurozone ETF shares in Q4 2017, an estimated $2.59M.
  • SSI Investment Management first reported a position in iShares Currency Hedged MSCI Eurozone ETF in Q4 2016 and held it in 4 quarters.
  • SSI Investment Management's iShares Currency Hedged MSCI Eurozone ETF position peaked at $2.59M in Q3 2017.
  • 103 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Eurozone ETF as of Q4 2017.

Based on SSI Investment Management's 13F filing for Q4 2017, filed 9 Feb 2018.