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Confluence Investment Management’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Confluence Investment 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
2013
Q3 		– Sell
-10,918
Closed -$262K – 257
2013
Q2 		$262K Buy
+10,918
New +$276K 0.02% 246

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PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
HC
Highmount Capital New York $391M AUM 2.64% 1-Year Est. Return
CCT
Country Club Trust Kansas City, Missouri $1.27B AUM 22.67% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Confluence Investment Management's HEDJ Position: Q3 2013 in Review

Confluence Investment Management sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q3 2013, closing a stake of 10,918 shares — an estimated $262K sold.

Confluence Investment Management first reported a position in HEDJ in Q2 2013 and held it in 1 quarter. The position peaked at $262K in Q2 2013. 40 funds tracked by Wall St. Rank hold HEDJ as of Q3 2013.

  • Confluence Investment Management reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q3 2013 after selling out during the quarter.
  • Confluence Investment Management sold 10,918 WisdomTree Europe Hedged Equity Fund shares in Q3 2013, an estimated $262K.
  • Confluence Investment Management first reported a position in WisdomTree Europe Hedged Equity Fund in Q2 2013 and held it in 1 quarter.
  • Confluence Investment Management's WisdomTree Europe Hedged Equity Fund position peaked at $262K in Q2 2013.
  • 40 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q3 2013.

Based on Confluence Investment Management's 13F filing for Q3 2013, filed 17 Oct 2013.