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

MSI 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
2016 Q4	$2K	Sell	43 -15	-26%	-$885	﹤0.01%	3606
2016 Q3	$4K	Hold	58	–	–	﹤0.01%	3292
2016 Q2	$3K	Sell	58 -94	-62%	-$5.26K	﹤0.01%	3451
2016 Q1	$9K	Sell	152 -17	-10%	-$894	﹤0.01%	2883
2015 Q4	$9K	Buy	169 +32	+23%	+$1.8K	﹤0.01%	2807
2015 Q3	$7K	Buy	137 +94	+219%	+$5.6K	﹤0.01%	2286
2015 Q2	$3K	Hold	43	–	–	﹤0.01%	2727
2015 Q1	$3K	Hold	43	–	–	﹤0.01%	2694
2014 Q4	$3K	Hold	43	–	–	﹤0.01%	2359
2014 Q3	$3K	Hold	43	–	–	﹤0.01%	2360
2014 Q2	$3K	Hold	43	–	–	﹤0.01%	2312
2014 Q1	$3K	Hold	43	–	–	﹤0.01%	2243
2013 Q4	$3K	Hold	43	–	–	﹤0.01%	2220
2013 Q3	$3K	Sell	43 -330	-88%	-$21.6K	﹤0.01%	1922
2013 Q2	$24K	Buy	+373	New	+$25.4K	﹤0.01%	1178

Other funds holding AXJL

EWM

Evercore Wealth Management New York $6.36B AUM 20.35% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

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

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

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

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

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

MSI Financial Services's AXJL Position: Q4 2016 in Review

MSI Financial Services reduced its WisdomTree Asia-Pacific ex-Japan Fund (AXJL) stake by 26% in Q4 2016, selling an estimated $885 and leaving 43 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #3606.

MSI Financial Services first reported a position in AXJL in Q2 2013 and has held it in 15 quarters since. The position peaked at $24K in Q2 2013. 22 funds tracked by Wall St. Rank hold AXJL as of Q4 2016.

MSI Financial Services held 43 shares of WisdomTree Asia-Pacific ex-Japan Fund worth $2K as of Q4 2016.
MSI Financial Services sold 15 WisdomTree Asia-Pacific ex-Japan Fund shares in Q4 2016, an estimated $885.
WisdomTree Asia-Pacific ex-Japan Fund made up ﹤0.01% of MSI Financial Services's portfolio in Q4 2016, its #3606 holding.
MSI Financial Services first reported a position in WisdomTree Asia-Pacific ex-Japan Fund in Q2 2013 and has held it in 15 quarters since.
MSI Financial Services's WisdomTree Asia-Pacific ex-Japan Fund position peaked at $24K in Q2 2013.
22 funds tracked by Wall St. Rank held WisdomTree Asia-Pacific ex-Japan Fund as of Q4 2016.

Based on MSI Financial Services's 13F filing for Q4 2016, filed 13 Jan 2017.