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Boston Private Bank & Trust’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Boston Private Bank & Trust’s Portfolio DXJ Stock Details DXJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		$22K Hold
400
– – ﹤0.01% 718
2014
Q4 		$20K Buy
+400
New +$20.9K ﹤0.01% 760
2013
Q4 		– Sell
-2,149
Closed -$103K – 1055
2013
Q3 		$103K Buy
+2,149
New +$101K 0.01% 468

Other funds holding DXJ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
ERSOT
Employees Retirement System of Texas Austin, Texas $11.4B AUM 21.6% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

Boston Private Bank & Trust's DXJ Position: Q1 2015 in Review

Boston Private Bank & Trust held its WisdomTree Japan Hedged Equity Fund (DXJ) position steady in Q1 2015 at 400 shares worth $22K. The position accounts for ﹤0.01% of the portfolio, ranked #718.

Boston Private Bank & Trust first reported a position in DXJ in Q3 2013 and has held it in 3 quarters since. The position peaked at $103K in Q3 2013. 358 funds tracked by Wall St. Rank hold DXJ as of Q1 2015.

  • Boston Private Bank & Trust held 400 shares of WisdomTree Japan Hedged Equity Fund worth $22K as of Q1 2015.
  • Boston Private Bank & Trust left its WisdomTree Japan Hedged Equity Fund share count unchanged in Q1 2015.
  • WisdomTree Japan Hedged Equity Fund made up ﹤0.01% of Boston Private Bank & Trust's portfolio in Q1 2015, its #718 holding.
  • Boston Private Bank & Trust first reported a position in WisdomTree Japan Hedged Equity Fund in Q3 2013 and has held it in 3 quarters since.
  • Boston Private Bank & Trust's WisdomTree Japan Hedged Equity Fund position peaked at $103K in Q3 2013.
  • 358 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q1 2015.

Based on Boston Private Bank & Trust's 13F filing for Q1 2015, filed 9 Apr 2015.