NPC
AXJL

National Planning Corporation’s WisdomTree Asia-Pacific ex-Japan Fund AXJL Stock Holding History

National Planning Corporation’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
2015
Q1 		– Sell
-240
Closed -$15.5K – 2738
2014
Q4 		$15.5K Buy
+240
New +$15.9K ﹤0.01% 1842
2014
Q1 		– Sell
-4,757
Closed -$314K – 765
2013
Q4 		$314K Sell
4,757
-1,774
-27% -$119K 0.03% 505
2013
Q3 		$446K Sell
6,531
-4,137
-39% -$270K 0.04% 379
2013
Q2 		$714K Buy
+10,668
New +$726K 0.09% 229

Other funds holding AXJL

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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CC
Callan Capital La Jolla, California $1.35B AUM 8.35% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
B
Bellecapital Zurich, Switzerland $625M AUM 39.69% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

National Planning Corporation's AXJL Position: Q1 2015 in Review

National Planning Corporation sold out of WisdomTree Asia-Pacific ex-Japan Fund (AXJL) in Q1 2015, closing a stake of 240 shares — an estimated $15.5K sold.

National Planning Corporation first reported a position in AXJL in Q2 2013 and held it in 4 quarters. The position peaked at $714K in Q2 2013. 20 funds tracked by Wall St. Rank hold AXJL as of Q1 2015.

  • National Planning Corporation reported no remaining WisdomTree Asia-Pacific ex-Japan Fund position as of Q1 2015 after selling out during the quarter.
  • National Planning Corporation sold 240 WisdomTree Asia-Pacific ex-Japan Fund shares in Q1 2015, an estimated $15.5K.
  • National Planning Corporation first reported a position in WisdomTree Asia-Pacific ex-Japan Fund in Q2 2013 and held it in 4 quarters.
  • National Planning Corporation's WisdomTree Asia-Pacific ex-Japan Fund position peaked at $714K in Q2 2013.
  • 20 funds tracked by Wall St. Rank held WisdomTree Asia-Pacific ex-Japan Fund as of Q1 2015.

Based on National Planning Corporation's 13F filing for Q1 2015, filed 12 May 2015.