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Jaffetilchin Investment Partners’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Jaffetilchin Investment Partners’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
2017
Q1 		– Sell
-237,582
Closed -$3.92M – 263
2016
Q4 		$3.92M Sell
237,582
-39,171
-14% -$613K 1.17% 21
2016
Q3 		$3.96M Buy
276,753
+3
+0% +$42 1.26% 21
2016
Q2 		$3.58M Buy
276,750
+3,891
+1% +$54.7K 1.08% 23
2016
Q1 		$3.98M Buy
272,859
+1,077
+0.4% +$15.8K 1.26% 22
2015
Q4 		$4.54M Buy
271,782
+10,023
+4% +$178K 1.47% 16
2015
Q3 		$4.25M Buy
261,759
+192
+0.1% +$3.46K 1.58% 14
2015
Q2 		$4.99M Buy
261,567
+2,805
+1% +$54.2K 1.5% 12
2015
Q1 		$4.75M Sell
258,762
-1,587
-0.6% -$27.6K 1.44% 12
2014
Q4 		$4.27M Buy
260,349
+155,037
+147% +$2.7M 1.43% 14
2014
Q3 		$1.84M Buy
105,312
+21,342
+25% +$358K 0.67% 22
2014
Q2 		$1.38M Buy
83,970
+4,719
+6% +$74.5K 0.49% 28
2014
Q1 		$1.25M Buy
+79,251
New +$1.26M 0.49% 32

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
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
ERSOT
Employees Retirement System of Texas Austin, Texas $12.6B AUM 31.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JCM
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jaffetilchin Investment Partners's DXJ Position: Q1 2017 in Review

Jaffetilchin Investment Partners sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q1 2017, closing a stake of 237,582 shares — an estimated $3.92M sold.

Jaffetilchin Investment Partners first reported a position in DXJ in Q1 2014 and held it in 12 quarters. The position peaked at $4.99M in Q2 2015. 316 funds tracked by Wall St. Rank hold DXJ as of Q1 2017.

  • Jaffetilchin Investment Partners reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q1 2017 after selling out during the quarter.
  • Jaffetilchin Investment Partners sold 237,582 WisdomTree Japan Hedged Equity Fund shares in Q1 2017, an estimated $3.92M.
  • Jaffetilchin Investment Partners first reported a position in WisdomTree Japan Hedged Equity Fund in Q1 2014 and held it in 12 quarters.
  • Jaffetilchin Investment Partners's WisdomTree Japan Hedged Equity Fund position peaked at $4.99M in Q2 2015.
  • 316 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q1 2017.

Based on Jaffetilchin Investment Partners's 13F filing for Q1 2017, filed 8 May 2017.