JFS Wealth Advisors’s WisdomTree Australia Dividend Fund AUSE Stock Holding History

JFS Wealth Advisors’s Portfolio AUSE Stock Details AUSE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q3	–	Sell	-348	Closed	-$18K	–	597
2015 Q2	$18K	Hold	348	–	–	0.01%	300
2015 Q1	$19K	Hold	348	–	–	0.01%	296
2014 Q4	$18K	Buy	348 +8	+2%	+$440	﹤0.01%	304
2014 Q3	$19K	Buy	+340	New	+$21K	﹤0.01%	267

Other funds holding AUSE

MFWM

Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

AIG

American International Group New York $609M AUM 23.67% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JFS Wealth Advisors's AUSE Position: Q3 2015 in Review

JFS Wealth Advisors sold out of WisdomTree Australia Dividend Fund (AUSE) in Q3 2015, closing a stake of 348 shares — an estimated $18K sold.

JFS Wealth Advisors first reported a position in AUSE in Q3 2014 and held it in 4 quarters. The position peaked at $19K in Q1 2015. 16 funds tracked by Wall St. Rank hold AUSE as of Q3 2015.

JFS Wealth Advisors reported no remaining WisdomTree Australia Dividend Fund position as of Q3 2015 after selling out during the quarter.
JFS Wealth Advisors sold 348 WisdomTree Australia Dividend Fund shares in Q3 2015, an estimated $18K.
JFS Wealth Advisors first reported a position in WisdomTree Australia Dividend Fund in Q3 2014 and held it in 4 quarters.
JFS Wealth Advisors's WisdomTree Australia Dividend Fund position peaked at $19K in Q1 2015.
16 funds tracked by Wall St. Rank held WisdomTree Australia Dividend Fund as of Q3 2015.

Based on JFS Wealth Advisors's 13F filing for Q3 2015, filed 27 Oct 2015.