KFS
AXJL

KMS Financial Services’s WisdomTree Asia-Pacific ex-Japan Fund AXJL Stock Holding History

KMS Financial Services’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
2013
Q3 		– Sell
-6,900
Closed -$437K – 485
2013
Q2 		$437K Buy
+6,900
New +$470K 0.12% 205

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AssetMark Inc
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Bank of America
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CS
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U
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
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KMS Financial Services's AXJL Position: Q3 2013 in Review

KMS Financial Services sold out of WisdomTree Asia-Pacific ex-Japan Fund (AXJL) in Q3 2013, closing a stake of 6,900 shares — an estimated $437K sold.

KMS Financial Services first reported a position in AXJL in Q2 2013 and held it in 1 quarter. The position peaked at $437K in Q2 2013. 24 funds tracked by Wall St. Rank hold AXJL as of Q3 2013.

  • KMS Financial Services reported no remaining WisdomTree Asia-Pacific ex-Japan Fund position as of Q3 2013 after selling out during the quarter.
  • KMS Financial Services sold 6,900 WisdomTree Asia-Pacific ex-Japan Fund shares in Q3 2013, an estimated $437K.
  • KMS Financial Services first reported a position in WisdomTree Asia-Pacific ex-Japan Fund in Q2 2013 and held it in 1 quarter.
  • KMS Financial Services's WisdomTree Asia-Pacific ex-Japan Fund position peaked at $437K in Q2 2013.
  • 24 funds tracked by Wall St. Rank held WisdomTree Asia-Pacific ex-Japan Fund as of Q3 2013.

Based on KMS Financial Services's 13F filing for Q3 2013, filed 25 Oct 2013.