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Mountain Capital Investment Advisors’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Mountain Capital Investment Advisors’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
Q4 		– Sell
-121
Closed -$7K – 136
2017
Q3 		$7K Hold
121
– – 0.01% 310
2017
Q2 		$6K Buy
+121
New +$6.19K 0.01% 352

Other funds holding DXJ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JCM
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
ERSOT
Employees Retirement System of Texas Austin, Texas $11.4B AUM 21.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return

Mountain Capital Investment Advisors's DXJ Position: Q4 2017 in Review

Mountain Capital Investment Advisors sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q4 2017, closing a stake of 121 shares — an estimated $7K sold.

Mountain Capital Investment Advisors first reported a position in DXJ in Q2 2017 and held it in 2 quarters. The position peaked at $7K in Q3 2017. 361 funds tracked by Wall St. Rank hold DXJ as of Q4 2017.

  • Mountain Capital Investment Advisors reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q4 2017 after selling out during the quarter.
  • Mountain Capital Investment Advisors sold 121 WisdomTree Japan Hedged Equity Fund shares in Q4 2017, an estimated $7K.
  • Mountain Capital Investment Advisors first reported a position in WisdomTree Japan Hedged Equity Fund in Q2 2017 and held it in 2 quarters.
  • Mountain Capital Investment Advisors's WisdomTree Japan Hedged Equity Fund position peaked at $7K in Q3 2017.
  • 361 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q4 2017.

Based on Mountain Capital Investment Advisors's 13F filing for Q4 2017, filed 9 Feb 2018.