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Boston Financial Management’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Boston Financial Management’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
2016
Q4 		– Sell
-773,536
Closed -$20.8M – 283
2016
Q3 		$20.8M Sell
773,536
-39,258
-5% -$1.04M 1.69% 7
2016
Q2 		$20.5M Buy
+812,794
New +$21.1M 1.67% 7

Other funds holding HEDJ

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JCM
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return

Boston Financial Management's HEDJ Position: Q4 2016 in Review

Boston Financial Management sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q4 2016, closing a stake of 773,536 shares — an estimated $20.8M sold.

Boston Financial Management first reported a position in HEDJ in Q2 2016 and held it in 2 quarters. The position peaked at $20.8M in Q3 2016. 319 funds tracked by Wall St. Rank hold HEDJ as of Q4 2016.

  • Boston Financial Management reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q4 2016 after selling out during the quarter.
  • Boston Financial Management sold 773,536 WisdomTree Europe Hedged Equity Fund shares in Q4 2016, an estimated $20.8M.
  • Boston Financial Management first reported a position in WisdomTree Europe Hedged Equity Fund in Q2 2016 and held it in 2 quarters.
  • Boston Financial Management's WisdomTree Europe Hedged Equity Fund position peaked at $20.8M in Q3 2016.
  • 319 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q4 2016.

Based on Boston Financial Management's 13F filing for Q4 2016, filed 10 Feb 2017.