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

Capital 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
2018
Q1 		– Sell
-4,212
Closed -$134K – 669
2017
Q4 		$134K Buy
+4,212
New +$137K ﹤0.01% 319

Other funds holding HEDJ

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JCM
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Capital Bank & Trust's HEDJ Position: Q1 2018 in Review

Capital Bank & Trust sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q1 2018, closing a stake of 4,212 shares — an estimated $134K sold.

Capital Bank & Trust first reported a position in HEDJ in Q4 2017 and held it in 1 quarter. The position peaked at $134K in Q4 2017. 306 funds tracked by Wall St. Rank hold HEDJ as of Q1 2018.

  • Capital Bank & Trust reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q1 2018 after selling out during the quarter.
  • Capital Bank & Trust sold 4,212 WisdomTree Europe Hedged Equity Fund shares in Q1 2018, an estimated $134K.
  • Capital Bank & Trust first reported a position in WisdomTree Europe Hedged Equity Fund in Q4 2017 and held it in 1 quarter.
  • Capital Bank & Trust's WisdomTree Europe Hedged Equity Fund position peaked at $134K in Q4 2017.
  • 306 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q1 2018.

Based on Capital Bank & Trust's 13F filing for Q1 2018, filed 15 May 2018.