JWA
AXJL

JFS Wealth Advisors’s WisdomTree Asia-Pacific ex-Japan Fund AXJL Stock Holding History

JFS Wealth Advisors’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
2016
Q2 		– Sell
-1,101
Closed -$63K – 668
2016
Q1 		$63K Hold
1,101
– – 0.02% 212
2015
Q4 		$60K Hold
1,101
– – 0.02% 232
2015
Q3 		$60K Hold
1,101
– – 0.03% 197
2015
Q2 		$72K Hold
1,101
– – 0.04% 150
2015
Q1 		$74K Hold
1,101
– – 0.03% 148
2014
Q4 		$72K Hold
1,101
– – 0.01% 151
2014
Q3 		$74K Hold
1,101
– – 0.01% 147
2014
Q2 		$75K Buy
+1,101
New +$74.6K 0.01% 146

Other funds holding AXJL

SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
SG
Societe Generale $14.1B AUM
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
EWM
Evercore Wealth Management New York $6.36B AUM 20.35% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
B
Bellecapital Zurich, Switzerland $625M AUM 39.69% 1-Year Est. Return

JFS Wealth Advisors's AXJL Position: Q2 2016 in Review

JFS Wealth Advisors sold out of WisdomTree Asia-Pacific ex-Japan Fund (AXJL) in Q2 2016, closing a stake of 1,101 shares — an estimated $63K sold.

JFS Wealth Advisors first reported a position in AXJL in Q2 2014 and held it in 8 quarters. The position peaked at $75K in Q2 2014. 18 funds tracked by Wall St. Rank hold AXJL as of Q2 2016.

  • JFS Wealth Advisors reported no remaining WisdomTree Asia-Pacific ex-Japan Fund position as of Q2 2016 after selling out during the quarter.
  • JFS Wealth Advisors sold 1,101 WisdomTree Asia-Pacific ex-Japan Fund shares in Q2 2016, an estimated $63K.
  • JFS Wealth Advisors first reported a position in WisdomTree Asia-Pacific ex-Japan Fund in Q2 2014 and held it in 8 quarters.
  • JFS Wealth Advisors's WisdomTree Asia-Pacific ex-Japan Fund position peaked at $75K in Q2 2014.
  • 18 funds tracked by Wall St. Rank held WisdomTree Asia-Pacific ex-Japan Fund as of Q2 2016.

Based on JFS Wealth Advisors's 13F filing for Q2 2016, filed 25 Jul 2016.