MFS
OPPJ

MSI Financial Services’s WisdomTree Trust WisdomTree Japan Opportunities Fund OPPJ Stock Holding History

MSI Financial Services’s Portfolio OPPJ Stock Details OPPJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-64
Closed -$1K – 3865
2016
Q3 		$1K Hold
64
– – ﹤0.01% 3670
2016
Q2 		$1K Hold
64
– – ﹤0.01% 3687
2016
Q1 		$1K Hold
64
– – ﹤0.01% 3720
2015
Q4 		$1K Buy
+64
New +$1.12K ﹤0.01% 3602

Other funds holding OPPJ

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
ERSOT
Employees Retirement System of Texas Austin, Texas $11.4B AUM 21.6% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
AIP
Almanack Investment Partners Wayne, Pennsylvania $592M AUM 25.27% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
B
Bellecapital Zurich, Switzerland $625M AUM 39.69% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

MSI Financial Services sold out of WisdomTree Trust WisdomTree Japan Opportunities Fund (OPPJ) in Q4 2016, closing a stake of 64 shares — an estimated $1K sold.

MSI Financial Services first reported a position in OPPJ in Q4 2015 and held it in 4 quarters. The position peaked at $1K in Q3 2016. 33 funds tracked by Wall St. Rank hold OPPJ as of Q4 2016.

  • MSI Financial Services reported no remaining WisdomTree Trust WisdomTree Japan Opportunities Fund position as of Q4 2016 after selling out during the quarter.
  • MSI Financial Services sold 64 WisdomTree Trust WisdomTree Japan Opportunities Fund shares in Q4 2016, an estimated $1K.
  • MSI Financial Services first reported a position in WisdomTree Trust WisdomTree Japan Opportunities Fund in Q4 2015 and held it in 4 quarters.
  • MSI Financial Services's WisdomTree Trust WisdomTree Japan Opportunities Fund position peaked at $1K in Q3 2016.
  • 33 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Japan Opportunities Fund as of Q4 2016.

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