Envestnet Asset Management
AXJL

Envestnet Asset Management’s WisdomTree Asia-Pacific ex-Japan Fund AXJL Stock Holding History

Envestnet Asset Management’s Portfolio AXJL Stock Details AXJL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-6
Closed – – 3001
2014
Q2 		$0 Sell
6
-205
-97% -$13.9K ﹤0.01% 2915
2014
Q1 		$14K Sell
211
-3,879
-95% -$247K ﹤0.01% 1776
2013
Q4 		$272K Sell
4,090
-11,745
-74% -$790K ﹤0.01% 761
2013
Q3 		$1.05M Sell
15,835
-10,406
-40% -$680K 0.01% 400
2013
Q2 		$1.66M Buy
+26,241
New +$1.79M 0.02% 312

Other funds holding AXJL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
B
Bellecapital Zurich, Switzerland $625M AUM 39.69% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Envestnet Asset Management's AXJL Position: Q3 2014 in Review

Envestnet Asset Management sold out of WisdomTree Asia-Pacific ex-Japan Fund (AXJL) in Q3 2014, closing a stake of 6 shares.

Envestnet Asset Management first reported a position in AXJL in Q2 2013 and held it in 5 quarters. The position peaked at $1.66M in Q2 2013. 22 funds tracked by Wall St. Rank hold AXJL as of Q3 2014.

  • Envestnet Asset Management reported no remaining WisdomTree Asia-Pacific ex-Japan Fund position as of Q3 2014 after selling out during the quarter.
  • Envestnet Asset Management sold 6 WisdomTree Asia-Pacific ex-Japan Fund shares in Q3 2014.
  • Envestnet Asset Management first reported a position in WisdomTree Asia-Pacific ex-Japan Fund in Q2 2013 and held it in 5 quarters.
  • Envestnet Asset Management's WisdomTree Asia-Pacific ex-Japan Fund position peaked at $1.66M in Q2 2013.
  • 22 funds tracked by Wall St. Rank held WisdomTree Asia-Pacific ex-Japan Fund as of Q3 2014.

Based on Envestnet Asset Management's 13F filing for Q3 2014, filed 13 Nov 2014.