Nan Shan Life Insurance’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Nan Shan Life Insurance’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
2016 Q4	–	Sell	-668,030	Closed	-$18M	–	70
2016 Q3	$18M	Buy	668,030 +534,230	+399%	+$14.1M	0.52%	40
2016 Q2	$3.38M	Buy	+133,800	New	+$3.47M	0.13%	57
2015 Q4	–	Sell	-48,900	Closed	-$1.34M	–	60
2015 Q3	$1.34M	Buy	48,900 +28,800	+143%	+$866K	0.07%	63
2015 Q2	$619K	Sell	20,100 -720,000	-97%	-$23.5M	0.03%	74
2015 Q1	$24.5M	Buy	+740,100	New	+$22.9M	1.73%	23

Other funds holding HEDJ

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JCM

Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return

Nan Shan Life Insurance's HEDJ Position: Q4 2016 in Review

Nan Shan Life Insurance sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q4 2016, closing a stake of 668,030 shares — an estimated $18M sold.

Nan Shan Life Insurance first reported a position in HEDJ in Q1 2015 and held it in 5 quarters. The position peaked at $24.5M in Q1 2015. 319 funds tracked by Wall St. Rank hold HEDJ as of Q4 2016.

Nan Shan Life Insurance reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q4 2016 after selling out during the quarter.
Nan Shan Life Insurance sold 668,030 WisdomTree Europe Hedged Equity Fund shares in Q4 2016, an estimated $18M.
Nan Shan Life Insurance first reported a position in WisdomTree Europe Hedged Equity Fund in Q1 2015 and held it in 5 quarters.
Nan Shan Life Insurance's WisdomTree Europe Hedged Equity Fund position peaked at $24.5M in Q1 2015.
319 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q4 2016.

Based on Nan Shan Life Insurance's 13F filing for Q4 2016, filed 20 Jun 2018.