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Capital Investment Advisors’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Capital Investment Advisors’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
Q3 		– Sell
-141,274
Closed -$4.46M – 505
2018
Q2 		$4.46M Sell
141,274
-7,510
-5% -$245K 0.28% 74
2018
Q1 		$4.67M Sell
148,784
-14,096
-9% -$450K 0.3% 72
2017
Q4 		$5.19M Sell
162,880
-6,088
-4% -$198K 0.34% 67
2017
Q3 		$5.47M Sell
168,968
-5,450
-3% -$171K 0.38% 61
2017
Q2 		$5.44M Sell
174,418
-19,192
-10% -$622K 0.39% 61
2017
Q1 		$6.08M Sell
193,610
-60,038
-24% -$1.79M 0.46% 53
2016
Q4 		$7.28M Sell
253,648
-60,496
-19% -$1.65M 0.61% 38
2016
Q3 		$8.44M Sell
314,144
-51,140
-14% -$1.35M 0.74% 29
2016
Q2 		$9.23M Sell
365,284
-98,560
-21% -$2.56M 0.86% 28
2016
Q1 		$12M Buy
463,844
+18,164
+4% +$460K 1.19% 14
2015
Q4 		$12M Buy
445,680
+20,784
+5% +$613K 1.23% 14
2015
Q3 		$11.6M Buy
424,896
+306,646
+259% +$9.22M 1.3% 16
2015
Q2 		$3.64M Buy
118,250
+71,036
+150% +$2.32M 0.39% 58
2015
Q1 		$1.56M Buy
+47,214
New +$1.46M 0.17% 129

Other funds holding HEDJ

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
JCM
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PC
Permanens Capital New York $776M AUM 30.08% 1-Year Est. Return

Capital Investment Advisors's HEDJ Position: Q3 2018 in Review

Capital Investment Advisors sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q3 2018, closing a stake of 141,274 shares — an estimated $4.46M sold.

Capital Investment Advisors first reported a position in HEDJ in Q1 2015 and held it in 14 quarters. The position peaked at $12M in Q1 2016. 275 funds tracked by Wall St. Rank hold HEDJ as of Q3 2018.

  • Capital Investment Advisors reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q3 2018 after selling out during the quarter.
  • Capital Investment Advisors sold 141,274 WisdomTree Europe Hedged Equity Fund shares in Q3 2018, an estimated $4.46M.
  • Capital Investment Advisors first reported a position in WisdomTree Europe Hedged Equity Fund in Q1 2015 and held it in 14 quarters.
  • Capital Investment Advisors's WisdomTree Europe Hedged Equity Fund position peaked at $12M in Q1 2016.
  • 275 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q3 2018.

Based on Capital Investment Advisors's 13F filing for Q3 2018, filed 15 Oct 2018.