Nan Shan Life Insurance’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Nan Shan Life Insurance’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
2021 Q1	–	Sell	-130,850	Closed	-$7.12M	–	125
2020 Q4	$7.12M	Hold	130,850	–	–	0.15%	104
2020 Q3	$6.41M	Hold	130,850	–	–	0.17%	89
2020 Q2	$6.15M	Hold	130,850	–	–	0.19%	78
2020 Q1	$5.51M	Sell	130,850 -550	-0.4%	-$27K	0.2%	72
2019 Q4	$7.07M	Hold	131,400	–	–	0.22%	64
2019 Q3	$6.63M	Hold	131,400	–	–	0.18%	67
2019 Q2	$6.4M	Hold	131,400	–	–	0.16%	72
2019 Q1	$6.65M	Hold	131,400	–	–	0.13%	78
2018 Q4	$6.1M	Hold	131,400	–	–	0.15%	83
2018 Q3	$7.62M	Buy	+131,400	New	+$7.21M	0.15%	80
2017 Q3	–	Sell	-78,000	Closed	-$4.06M	–	85
2017 Q2	$4.06M	Buy	78,000 +4,400	+6%	+$225K	0.1%	59
2017 Q1	$3.73M	Buy	+73,600	New	+$3.75M	0.09%	68

Other funds holding DXJ

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

KAS

Kemnay Advisory Services New York $622M AUM 14.52% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Permanens Capital New York $776M AUM 30.08% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Nan Shan Life Insurance's DXJ Position: Q1 2021 in Review

Nan Shan Life Insurance sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q1 2021, closing a stake of 130,850 shares — an estimated $7.12M sold.

Nan Shan Life Insurance first reported a position in DXJ in Q1 2017 and held it in 12 quarters. The position peaked at $7.62M in Q3 2018. 185 funds tracked by Wall St. Rank hold DXJ as of Q1 2021.

Nan Shan Life Insurance reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q1 2021 after selling out during the quarter.
Nan Shan Life Insurance sold 130,850 WisdomTree Japan Hedged Equity Fund shares in Q1 2021, an estimated $7.12M.
Nan Shan Life Insurance first reported a position in WisdomTree Japan Hedged Equity Fund in Q1 2017 and held it in 12 quarters.
Nan Shan Life Insurance's WisdomTree Japan Hedged Equity Fund position peaked at $7.62M in Q3 2018.
185 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q1 2021.

Based on Nan Shan Life Insurance's 13F filing for Q1 2021, filed 14 May 2021.