Stanford Investment Group’s iShares Currency Hedged MSCI Eurozone ETF HEZU Stock Holding History

Stanford Investment Group’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 Q1	–	Sell	-9,713	Closed	-$258K	–	121
2016 Q4	$258K	Hold	9,713	–	–	0.13%	44
2016 Q3	$241K	Hold	9,713	–	–	0.11%	47
2016 Q2	$234K	Sell	9,713 -7,620	-44%	-$187K	0.12%	47
2016 Q1	$422K	Hold	17,333	–	–	0.24%	31
2015 Q4	$448K	Buy	17,333 +5,804	+50%	+$154K	0.24%	29
2015 Q3	$286K	Buy	11,529 +2,575	+29%	+$69.2K	0.21%	38
2015 Q2	$248K	Buy	8,954 +5,045	+129%	+$146K	0.19%	42
2015 Q1	$114K	Buy	3,909 +1,521	+64%	+$41.3K	0.09%	82
2014 Q4	$59K	Buy	+2,388	New	+$58.6K	0.05%	124

Other funds holding HEZU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

RJA

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Stanford Investment Group's HEZU Position: Q1 2017 in Review

Stanford Investment Group sold out of iShares Currency Hedged MSCI Eurozone ETF (HEZU) in Q1 2017, closing a stake of 9,713 shares — an estimated $258K sold.

Stanford Investment Group first reported a position in HEZU in Q4 2014 and held it in 9 quarters. The position peaked at $448K in Q4 2015. 92 funds tracked by Wall St. Rank hold HEZU as of Q1 2017.

Stanford Investment Group reported no remaining iShares Currency Hedged MSCI Eurozone ETF position as of Q1 2017 after selling out during the quarter.
Stanford Investment Group sold 9,713 iShares Currency Hedged MSCI Eurozone ETF shares in Q1 2017, an estimated $258K.
Stanford Investment Group first reported a position in iShares Currency Hedged MSCI Eurozone ETF in Q4 2014 and held it in 9 quarters.
Stanford Investment Group's iShares Currency Hedged MSCI Eurozone ETF position peaked at $448K in Q4 2015.
92 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Eurozone ETF as of Q1 2017.

Based on Stanford Investment Group's 13F filing for Q1 2017.