Horan Capital Advisors’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Horan Capital Advisors’s Portfolio DXJ Stock Details DXJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-21	Closed	-$1K	–	275
2019 Q3	$1K	Buy	+21	New	+$1.02K	﹤0.01%	277
2019 Q2	–	Sell	-21	Closed	-$1K	–	118
2019 Q1	$1K	Buy	+21	New	+$1.05K	﹤0.01%	259
2017 Q4	–	Sell	-21	Closed	-$1K	–	127
2017 Q3	$1K	Buy	+21	New	+$1.1K	﹤0.01%	311

Other funds holding DXJ

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

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

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

PVH

Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

PIP

Permian Investment Partners Dallas, Texas $905M AUM 13.43% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RWM

Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return

Horan Capital Advisors's DXJ Position: Q4 2019 in Review

Horan Capital Advisors sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q4 2019, closing a stake of 21 shares — an estimated $1K sold.

Horan Capital Advisors first reported a position in DXJ in Q3 2017 and held it in 3 quarters. The position peaked at $1K in Q3 2019. 236 funds tracked by Wall St. Rank hold DXJ as of Q4 2019.

Horan Capital Advisors reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q4 2019 after selling out during the quarter.
Horan Capital Advisors sold 21 WisdomTree Japan Hedged Equity Fund shares in Q4 2019, an estimated $1K.
Horan Capital Advisors first reported a position in WisdomTree Japan Hedged Equity Fund in Q3 2017 and held it in 3 quarters.
Horan Capital Advisors's WisdomTree Japan Hedged Equity Fund position peaked at $1K in Q3 2019.
236 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q4 2019.

Based on Horan Capital Advisors's 13F filing for Q4 2019, filed 5 Feb 2020.