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Winslow Evans & Crocker’s iShares Currency Hedged MSCI Eurozone ETF HEZU Stock Holding History

Winslow Evans & Crocker’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
2017
Q3 		– Sell
-770
Closed -$22.6K – 1168
2017
Q2 		$22.6K Buy
770
+404
+110% +$12K 0.01% 723
2017
Q1 		$10.5K Buy
+366
New +$10K ﹤0.01% 885

Other funds holding HEZU

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Winslow Evans & Crocker's HEZU Position: Q3 2017 in Review

Winslow Evans & Crocker sold out of iShares Currency Hedged MSCI Eurozone ETF (HEZU) in Q3 2017, closing a stake of 770 shares — an estimated $22.6K sold.

Winslow Evans & Crocker first reported a position in HEZU in Q1 2017 and held it in 2 quarters. The position peaked at $22.6K in Q2 2017. 93 funds tracked by Wall St. Rank hold HEZU as of Q3 2017.

  • Winslow Evans & Crocker reported no remaining iShares Currency Hedged MSCI Eurozone ETF position as of Q3 2017 after selling out during the quarter.
  • Winslow Evans & Crocker sold 770 iShares Currency Hedged MSCI Eurozone ETF shares in Q3 2017, an estimated $22.6K.
  • Winslow Evans & Crocker first reported a position in iShares Currency Hedged MSCI Eurozone ETF in Q1 2017 and held it in 2 quarters.
  • Winslow Evans & Crocker's iShares Currency Hedged MSCI Eurozone ETF position peaked at $22.6K in Q2 2017.
  • 93 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Eurozone ETF as of Q3 2017.

Based on Winslow Evans & Crocker's 13F filing for Q3 2017, filed 19 Oct 2017.