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

Vivaldi 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
2017
Q2 		– Sell
-12,795
Closed -$352 – 117
2017
Q1 		$352 Buy
+12,795
New +$344K ﹤0.01% 112

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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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Vivaldi Capital Management's HEFA Position: Q2 2017 in Review

Vivaldi Capital Management sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q2 2017, closing a stake of 12,795 shares — an estimated $352 sold.

Vivaldi Capital Management first reported a position in HEFA in Q1 2017 and held it in 1 quarter. The position peaked at $352 in Q1 2017. 198 funds tracked by Wall St. Rank hold HEFA as of Q2 2017.

  • Vivaldi Capital Management reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q2 2017 after selling out during the quarter.
  • Vivaldi Capital Management sold 12,795 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2017, an estimated $352.
  • Vivaldi Capital Management first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q1 2017 and held it in 1 quarter.
  • Vivaldi Capital Management's iShares Currency Hedged MSCI EAFE ETF position peaked at $352 in Q1 2017.
  • 198 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2017.

Based on Vivaldi Capital Management's 13F filing for Q2 2017, filed 9 Aug 2017.