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J.M. Forbes & Co’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

J.M. Forbes & Co’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
2014
Q4 		– Sell
-126,713
Closed -$6.63M – 93
2014
Q3 		$6.63M Sell
126,713
-641
-0.5% -$32.3K 1.68% 29
2014
Q2 		$6.29M Sell
127,354
-635
-0.5% -$30.1K 1.56% 31
2014
Q1 		$6.06M Sell
127,989
-1,644
-1% -$78.3K 1.57% 33
2013
Q4 		$6.59M Buy
+129,633
New +$6.3M 1.67% 28

Other funds holding DXJ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

J.M. Forbes & Co's DXJ Position: Q4 2014 in Review

J.M. Forbes & Co sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q4 2014, closing a stake of 126,713 shares — an estimated $6.63M sold.

J.M. Forbes & Co first reported a position in DXJ in Q4 2013 and held it in 4 quarters. The position peaked at $6.63M in Q3 2014. 332 funds tracked by Wall St. Rank hold DXJ as of Q4 2014.

  • J.M. Forbes & Co reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q4 2014 after selling out during the quarter.
  • J.M. Forbes & Co sold 126,713 WisdomTree Japan Hedged Equity Fund shares in Q4 2014, an estimated $6.63M.
  • J.M. Forbes & Co first reported a position in WisdomTree Japan Hedged Equity Fund in Q4 2013 and held it in 4 quarters.
  • J.M. Forbes & Co's WisdomTree Japan Hedged Equity Fund position peaked at $6.63M in Q3 2014.
  • 332 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q4 2014.

Based on J.M. Forbes & Co's 13F filing for Q4 2014, filed 11 Feb 2015.