JCIC Asset Management’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

JCIC Asset Management’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
2015 Q3	–	Sell	-800	Closed	-$25K	–	107
2015 Q2	$25K	Hold	800	–	–	﹤0.01%	71
2015 Q1	$26K	Hold	800	–	–	﹤0.01%	73
2014 Q4	$22K	Hold	800	–	–	﹤0.01%	63
2014 Q3	$23K	Buy	+800	New	+$23K	﹤0.01%	66

Other funds holding HEDJ

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

JCIC Asset Management's HEDJ Position: Q3 2015 in Review

JCIC Asset Management sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q3 2015, closing a stake of 800 shares — an estimated $25K sold.

JCIC Asset Management first reported a position in HEDJ in Q3 2014 and held it in 4 quarters. The position peaked at $26K in Q1 2015. 380 funds tracked by Wall St. Rank hold HEDJ as of Q3 2015.

JCIC Asset Management reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q3 2015 after selling out during the quarter.
JCIC Asset Management sold 800 WisdomTree Europe Hedged Equity Fund shares in Q3 2015, an estimated $25K.
JCIC Asset Management first reported a position in WisdomTree Europe Hedged Equity Fund in Q3 2014 and held it in 4 quarters.
JCIC Asset Management's WisdomTree Europe Hedged Equity Fund position peaked at $26K in Q1 2015.
380 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q3 2015.

Based on JCIC Asset Management's 13F filing for Q3 2015, filed 3 Nov 2015.