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Banyan Partners’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Banyan Partners’s Portfolio HEDJ Stock Details HEDJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-12,070
Closed -$339K – 399
2013
Q4 		$339K Buy
+12,070
New +$328K 0.02% 351

Other funds holding HEDJ

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
HC
Highmount Capital New York $391M AUM 2.65% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
CCT
Country Club Trust Kansas City, Missouri $1.27B AUM 22.67% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Banyan Partners's HEDJ Position: Q1 2014 in Review

Banyan Partners sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q1 2014, closing a stake of 12,070 shares — an estimated $339K sold.

Banyan Partners first reported a position in HEDJ in Q4 2013 and held it in 1 quarter. The position peaked at $339K in Q4 2013. 61 funds tracked by Wall St. Rank hold HEDJ as of Q1 2014.

  • Banyan Partners reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q1 2014 after selling out during the quarter.
  • Banyan Partners sold 12,070 WisdomTree Europe Hedged Equity Fund shares in Q1 2014, an estimated $339K.
  • Banyan Partners first reported a position in WisdomTree Europe Hedged Equity Fund in Q4 2013 and held it in 1 quarter.
  • Banyan Partners's WisdomTree Europe Hedged Equity Fund position peaked at $339K in Q4 2013.
  • 61 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q1 2014.

Based on Banyan Partners's 13F filing for Q1 2014, filed 13 May 2014.