IWC
AXJL

Integrated Wealth Counsel’s WisdomTree Asia-Pacific ex-Japan Fund AXJL Stock Holding History

Integrated Wealth Counsel’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
2013
Q4 		– Sell
-150
Closed -$9.95K – 213
2013
Q3 		$9.95K Hold
150
– – 0.01% 162
2013
Q2 		$9K Buy
+150
New +$10.2K 0.01% 167

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
B
Bellecapital Zurich, Switzerland $625M AUM 39.69% 1-Year Est. Return

Integrated Wealth Counsel's AXJL Position: Q4 2013 in Review

Integrated Wealth Counsel sold out of WisdomTree Asia-Pacific ex-Japan Fund (AXJL) in Q4 2013, closing a stake of 150 shares — an estimated $9.95K sold.

Integrated Wealth Counsel first reported a position in AXJL in Q2 2013 and held it in 2 quarters. The position peaked at $9.95K in Q3 2013. 24 funds tracked by Wall St. Rank hold AXJL as of Q4 2013.

  • Integrated Wealth Counsel reported no remaining WisdomTree Asia-Pacific ex-Japan Fund position as of Q4 2013 after selling out during the quarter.
  • Integrated Wealth Counsel sold 150 WisdomTree Asia-Pacific ex-Japan Fund shares in Q4 2013, an estimated $9.95K.
  • Integrated Wealth Counsel first reported a position in WisdomTree Asia-Pacific ex-Japan Fund in Q2 2013 and held it in 2 quarters.
  • Integrated Wealth Counsel's WisdomTree Asia-Pacific ex-Japan Fund position peaked at $9.95K in Q3 2013.
  • 24 funds tracked by Wall St. Rank held WisdomTree Asia-Pacific ex-Japan Fund as of Q4 2013.

Based on Integrated Wealth Counsel's 13F filing for Q4 2013, filed 11 Feb 2014.