Boston Private Bank & Trust’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Boston Private Bank & Trust’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
2015 Q1	$205K	Buy	6,200 +5,200	+520%	+$161K	0.01%	391
2014 Q4	$28K	Buy	+1,000	New	+$28.3K	﹤0.01%	690

Other funds holding HEDJ

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

MAA

Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

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

Boston Private Bank & Trust increased its WisdomTree Europe Hedged Equity Fund (HEDJ) stake by 520% in Q1 2015, buying an estimated $161K and bringing the position to 6,200 shares worth $205K. The position accounts for 0.01% of the portfolio, ranked #391.

Boston Private Bank & Trust first reported a position in HEDJ in Q4 2014 and has held it in 2 quarters since. 352 funds tracked by Wall St. Rank hold HEDJ as of Q1 2015.

Boston Private Bank & Trust held 6,200 shares of WisdomTree Europe Hedged Equity Fund worth $205K as of Q1 2015.
Boston Private Bank & Trust bought 5,200 WisdomTree Europe Hedged Equity Fund shares in Q1 2015, an estimated $161K.
WisdomTree Europe Hedged Equity Fund made up 0.01% of Boston Private Bank & Trust's portfolio in Q1 2015, its #391 holding.
Boston Private Bank & Trust first reported a position in WisdomTree Europe Hedged Equity Fund in Q4 2014 and has held it in 2 quarters since.
352 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q1 2015.

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