ACM
DXPS

Avalon Capital Management’s WisdomTree United Kingdom Hedged Equity Fund DXPS Stock Holding History

Avalon Capital Management’s Portfolio DXPS Stock Details DXPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-17,227
Closed -$433K – 96
2016
Q2 		$433K Buy
+17,227
New +$406K 0.34% 55

Other funds holding DXPS

VSWA
Vontobel Swiss Wealth Advisors Zurich, Switzerland $195M AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Avalon Capital Management's DXPS Position: Q3 2016 in Review

Avalon Capital Management sold out of WisdomTree United Kingdom Hedged Equity Fund (DXPS) in Q3 2016, closing a stake of 17,227 shares — an estimated $433K sold.

Avalon Capital Management first reported a position in DXPS in Q2 2016 and held it in 1 quarter. The position peaked at $433K in Q2 2016. 12 funds tracked by Wall St. Rank hold DXPS as of Q3 2016.

  • Avalon Capital Management reported no remaining WisdomTree United Kingdom Hedged Equity Fund position as of Q3 2016 after selling out during the quarter.
  • Avalon Capital Management sold 17,227 WisdomTree United Kingdom Hedged Equity Fund shares in Q3 2016, an estimated $433K.
  • Avalon Capital Management first reported a position in WisdomTree United Kingdom Hedged Equity Fund in Q2 2016 and held it in 1 quarter.
  • Avalon Capital Management's WisdomTree United Kingdom Hedged Equity Fund position peaked at $433K in Q2 2016.
  • 12 funds tracked by Wall St. Rank held WisdomTree United Kingdom Hedged Equity Fund as of Q3 2016.

Based on Avalon Capital Management's 13F filing for Q3 2016, filed 18 Oct 2016.