Horan Capital Advisors’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Horan Capital Advisors’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	-7,422	Closed	-$240K	–	153
2017 Q3	$240K	Hold	7,422	–	–	0.15%	68
2017 Q2	$231K	Sell	7,422 -1,520	-17%	-$49.2K	0.16%	69
2017 Q1	$281K	Sell	8,942 -327,440	-97%	-$9.75M	0.2%	56
2016 Q4	$9.65M	Sell	336,382 -102,162	-23%	-$2.79M	7.21%	2
2016 Q3	$11.8M	Sell	438,544 -2,780	-0.6%	-$73.5K	9.35%	1
2016 Q2	$11.2M	Sell	441,324 -29,940	-6%	-$778K	9.06%	2
2016 Q1	$12.2M	Buy	471,264 +44,996	+11%	+$1.14M	9.51%	2
2015 Q4	$11.5M	Sell	426,268 -36,250	-8%	-$1.07M	9.58%	1
2015 Q3	$12.6M	Buy	462,518 +218,396	+89%	+$6.57M	10.63%	1
2015 Q2	$7.52M	Buy	244,122 +14,830	+6%	+$484K	6.33%	2
2015 Q1	$7.58M	Buy	+229,292	New	+$7.11M	6.33%	3

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

Horan Capital Advisors's HEDJ Position: Q4 2017 in Review

Horan Capital Advisors sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q4 2017, closing a stake of 7,422 shares — an estimated $240K sold.

Horan Capital Advisors first reported a position in HEDJ in Q1 2015 and held it in 11 quarters. The position peaked at $12.6M in Q3 2015. 335 funds tracked by Wall St. Rank hold HEDJ as of Q4 2017.

Horan Capital Advisors reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q4 2017 after selling out during the quarter.
Horan Capital Advisors sold 7,422 WisdomTree Europe Hedged Equity Fund shares in Q4 2017, an estimated $240K.
Horan Capital Advisors first reported a position in WisdomTree Europe Hedged Equity Fund in Q1 2015 and held it in 11 quarters.
Horan Capital Advisors's WisdomTree Europe Hedged Equity Fund position peaked at $12.6M in Q3 2015.
335 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q4 2017.

Based on Horan Capital Advisors's 13F filing for Q4 2017, filed 6 Feb 2018.