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Mountain Capital Investment Advisors’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Mountain Capital Investment Advisors’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
2017
Q4 		– Sell
-366
Closed -$12K – 191
2017
Q3 		$12K Hold
366
– – 0.01% 248
2017
Q2 		$11K Buy
+366
New +$11.9K 0.01% 286

Other funds holding HEDJ

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
JCM
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Mountain Capital Investment Advisors sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q4 2017, closing a stake of 366 shares — an estimated $12K sold.

Mountain Capital Investment Advisors first reported a position in HEDJ in Q2 2017 and held it in 2 quarters. The position peaked at $12K in Q3 2017. 335 funds tracked by Wall St. Rank hold HEDJ as of Q4 2017.

  • Mountain Capital Investment Advisors reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q4 2017 after selling out during the quarter.
  • Mountain Capital Investment Advisors sold 366 WisdomTree Europe Hedged Equity Fund shares in Q4 2017, an estimated $12K.
  • Mountain Capital Investment Advisors first reported a position in WisdomTree Europe Hedged Equity Fund in Q2 2017 and held it in 2 quarters.
  • Mountain Capital Investment Advisors's WisdomTree Europe Hedged Equity Fund position peaked at $12K in Q3 2017.
  • 335 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q4 2017.

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