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Tuttle Capital Management’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Tuttle Capital Management’s Portfolio HEFA Stock Details HEFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-38,522
Closed -$978K – 33
2015
Q4 		$978K Buy
+38,522
New +$1M 0.68% 11

Other funds holding HEFA

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Wells Fargo
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MI
Mercer Investments Boston, Massachusetts $62.6M AUM 17.6% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return

Tuttle Capital Management's HEFA Position: Q1 2016 in Review

Tuttle Capital Management sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q1 2016, closing a stake of 38,522 shares — an estimated $978K sold.

Tuttle Capital Management first reported a position in HEFA in Q4 2015 and held it in 1 quarter. The position peaked at $978K in Q4 2015. 136 funds tracked by Wall St. Rank hold HEFA as of Q1 2016.

  • Tuttle Capital Management reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q1 2016 after selling out during the quarter.
  • Tuttle Capital Management sold 38,522 iShares Currency Hedged MSCI EAFE ETF shares in Q1 2016, an estimated $978K.
  • Tuttle Capital Management first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q4 2015 and held it in 1 quarter.
  • Tuttle Capital Management's iShares Currency Hedged MSCI EAFE ETF position peaked at $978K in Q4 2015.
  • 136 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q1 2016.

Based on Tuttle Capital Management's 13F filing for Q1 2016, filed 12 May 2016.