CCM
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Cribstone Capital Management’s WisdomTree Japan SmallCap Dividend Fund DFJ Stock Holding History

Cribstone Capital Management’s Portfolio DFJ Stock Details DFJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-2,270
Closed -$139K – 697
2016
Q3 		$139K Buy
+2,270
New +$133K 0.09% 139

Other funds holding DFJ

RIG
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RJA
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MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cribstone Capital Management's DFJ Position: Q4 2016 in Review

Cribstone Capital Management sold out of WisdomTree Japan SmallCap Dividend Fund (DFJ) in Q4 2016, closing a stake of 2,270 shares — an estimated $139K sold.

Cribstone Capital Management first reported a position in DFJ in Q3 2016 and held it in 1 quarter. The position peaked at $139K in Q3 2016. 53 funds tracked by Wall St. Rank hold DFJ as of Q4 2016.

  • Cribstone Capital Management reported no remaining WisdomTree Japan SmallCap Dividend Fund position as of Q4 2016 after selling out during the quarter.
  • Cribstone Capital Management sold 2,270 WisdomTree Japan SmallCap Dividend Fund shares in Q4 2016, an estimated $139K.
  • Cribstone Capital Management first reported a position in WisdomTree Japan SmallCap Dividend Fund in Q3 2016 and held it in 1 quarter.
  • Cribstone Capital Management's WisdomTree Japan SmallCap Dividend Fund position peaked at $139K in Q3 2016.
  • 53 funds tracked by Wall St. Rank held WisdomTree Japan SmallCap Dividend Fund as of Q4 2016.

Based on Cribstone Capital Management's 13F filing for Q4 2016, filed 27 Jan 2017.