WAM
HEZU icon

Watermark Asset Management’s iShares Currency Hedged MSCI Eurozone ETF HEZU Stock Holding History

Watermark Asset Management’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
2018
Q3 		– Sell
-81
Closed -$2K – 239
2018
Q2 		$2K Buy
+81
New +$2.48K ﹤0.01% 209

Other funds holding HEZU

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
QFA
Quattro Financial Advisors The Woodlands, Texas $468M AUM 13.49% 1-Year Est. Return

Watermark Asset Management's HEZU Position: Q3 2018 in Review

Watermark Asset Management sold out of iShares Currency Hedged MSCI Eurozone ETF (HEZU) in Q3 2018, closing a stake of 81 shares — an estimated $2K sold.

Watermark Asset Management first reported a position in HEZU in Q2 2018 and held it in 1 quarter. The position peaked at $2K in Q2 2018. 94 funds tracked by Wall St. Rank hold HEZU as of Q3 2018.

  • Watermark Asset Management reported no remaining iShares Currency Hedged MSCI Eurozone ETF position as of Q3 2018 after selling out during the quarter.
  • Watermark Asset Management sold 81 iShares Currency Hedged MSCI Eurozone ETF shares in Q3 2018, an estimated $2K.
  • Watermark Asset Management first reported a position in iShares Currency Hedged MSCI Eurozone ETF in Q2 2018 and held it in 1 quarter.
  • Watermark Asset Management's iShares Currency Hedged MSCI Eurozone ETF position peaked at $2K in Q2 2018.
  • 94 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Eurozone ETF as of Q3 2018.

Based on Watermark Asset Management's 13F filing for Q3 2018, filed 3 Oct 2018.