Hellman Jordan Management Company’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Hellman Jordan Management Company’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
2017 Q4	–	Sell	-210,700	Closed	-$6.82M	–	51
2017 Q3	$6.82M	Buy	+210,700	New	+$6.6M	14.84%	2
2016 Q4	–	Sell	-60,000	Closed	-$1.63M	–	50
2016 Q3	$1.63M	Buy	+60,000	New	+$1.59M	1.65%	10

Other funds holding HEDJ

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Hellman Jordan Management Company's HEDJ Position: Q4 2017 in Review

Hellman Jordan Management Company sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q4 2017, closing a stake of 210,700 shares — an estimated $6.82M sold.

Hellman Jordan Management Company first reported a position in HEDJ in Q3 2016 and held it in 2 quarters. The position peaked at $6.82M in Q3 2017. 335 funds tracked by Wall St. Rank hold HEDJ as of Q4 2017.

Hellman Jordan Management Company reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q4 2017 after selling out during the quarter.
Hellman Jordan Management Company sold 210,700 WisdomTree Europe Hedged Equity Fund shares in Q4 2017, an estimated $6.82M.
Hellman Jordan Management Company first reported a position in WisdomTree Europe Hedged Equity Fund in Q3 2016 and held it in 2 quarters.
Hellman Jordan Management Company's WisdomTree Europe Hedged Equity Fund position peaked at $6.82M in Q3 2017.
335 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q4 2017.

Based on Hellman Jordan Management Company's 13F filing for Q4 2017, filed 1 Mar 2018.