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Winfield Associates’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Winfield Associates’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
Q3 		– Sell
-569
Closed -$13.9K – 715
2016
Q2 		$14K Buy
+569
New +$13.7K 0.01% 290

Other funds holding HEFA

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MI
Mercer Investments Boston, Massachusetts $62.6M AUM 17.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Winfield Associates's HEFA Position: Q3 2016 in Review

Winfield Associates sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q3 2016, closing a stake of 569 shares — an estimated $13.9K sold.

Winfield Associates first reported a position in HEFA in Q2 2016 and held it in 1 quarter. The position peaked at $14K in Q2 2016. 142 funds tracked by Wall St. Rank hold HEFA as of Q3 2016.

  • Winfield Associates reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q3 2016 after selling out during the quarter.
  • Winfield Associates sold 569 iShares Currency Hedged MSCI EAFE ETF shares in Q3 2016, an estimated $13.9K.
  • Winfield Associates first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q2 2016 and held it in 1 quarter.
  • Winfield Associates's iShares Currency Hedged MSCI EAFE ETF position peaked at $14K in Q2 2016.
  • 142 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q3 2016.

Based on Winfield Associates's 13F filing for Q3 2016, filed 31 Oct 2016.