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Valeo Financial Advisors’s NYLI FTSE International Equity Currency Neutral ETF HFXI Stock Holding History

Valeo Financial Advisors’s Portfolio HFXI Stock Details HFXI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-463
Closed -$9K – 1817
2020
Q2 		$9K Buy
+463
New +$8.47K ﹤0.01% 1322

Other funds holding HFXI

NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Valeo Financial Advisors's HFXI Position: Q3 2020 in Review

Valeo Financial Advisors sold out of NYLI FTSE International Equity Currency Neutral ETF (HFXI) in Q3 2020, closing a stake of 463 shares — an estimated $9K sold.

Valeo Financial Advisors first reported a position in HFXI in Q2 2020 and held it in 1 quarter. The position peaked at $9K in Q2 2020. 28 funds tracked by Wall St. Rank hold HFXI as of Q3 2020.

  • Valeo Financial Advisors reported no remaining NYLI FTSE International Equity Currency Neutral ETF position as of Q3 2020 after selling out during the quarter.
  • Valeo Financial Advisors sold 463 NYLI FTSE International Equity Currency Neutral ETF shares in Q3 2020, an estimated $9K.
  • Valeo Financial Advisors first reported a position in NYLI FTSE International Equity Currency Neutral ETF in Q2 2020 and held it in 1 quarter.
  • Valeo Financial Advisors's NYLI FTSE International Equity Currency Neutral ETF position peaked at $9K in Q2 2020.
  • 28 funds tracked by Wall St. Rank held NYLI FTSE International Equity Currency Neutral ETF as of Q3 2020.

Based on Valeo Financial Advisors's 13F filing for Q3 2020, filed 28 Oct 2020.