SWP
HEWG

Stratos Wealth Partners’s iShares Currency Hedged MSCI Germany ETF HEWG Stock Holding History

Stratos Wealth Partners’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
Q1 		– Sell
-679
Closed -$19K – 3245
2017
Q4 		$19K Buy
+679
New +$19.8K ﹤0.01% 1936

Other funds holding HEWG

WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CM
Castleark Management Chicago, Illinois $3.02B AUM 53.92% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Stratos Wealth Partners's HEWG Position: Q1 2018 in Review

Stratos Wealth Partners sold out of iShares Currency Hedged MSCI Germany ETF (HEWG) in Q1 2018, closing a stake of 679 shares — an estimated $19K sold.

Stratos Wealth Partners first reported a position in HEWG in Q4 2017 and held it in 1 quarter. The position peaked at $19K in Q4 2017. 67 funds tracked by Wall St. Rank hold HEWG as of Q1 2018.

  • Stratos Wealth Partners reported no remaining iShares Currency Hedged MSCI Germany ETF position as of Q1 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 679 iShares Currency Hedged MSCI Germany ETF shares in Q1 2018, an estimated $19K.
  • Stratos Wealth Partners first reported a position in iShares Currency Hedged MSCI Germany ETF in Q4 2017 and held it in 1 quarter.
  • Stratos Wealth Partners's iShares Currency Hedged MSCI Germany ETF position peaked at $19K in Q4 2017.
  • 67 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Germany ETF as of Q1 2018.

Based on Stratos Wealth Partners's 13F filing for Q1 2018, filed 10 May 2018.