Nelson Capital Management’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Nelson Capital Management’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
2018 Q3	–	Sell	-16	Closed	-$1K	–	307
2018 Q2	$1K	Hold	16	–	–	﹤0.01%	249
2018 Q1	$1K	Hold	16	–	–	﹤0.01%	253
2017 Q4	$1K	Hold	16	–	–	﹤0.01%	317
2017 Q3	$1K	Sell	16 -15	-48%	-$787	﹤0.01%	239
2017 Q2	$2K	Hold	31	–	–	﹤0.01%	268
2017 Q1	$2K	Buy	+31	New	+$1.58K	﹤0.01%	242

Other funds holding DXJ

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

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

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

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return

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

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Nelson Capital Management's DXJ Position: Q3 2018 in Review

Nelson Capital Management sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q3 2018, closing a stake of 16 shares — an estimated $1K sold.

Nelson Capital Management first reported a position in DXJ in Q1 2017 and held it in 6 quarters. The position peaked at $2K in Q2 2017. 313 funds tracked by Wall St. Rank hold DXJ as of Q3 2018.

Nelson Capital Management reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q3 2018 after selling out during the quarter.
Nelson Capital Management sold 16 WisdomTree Japan Hedged Equity Fund shares in Q3 2018, an estimated $1K.
Nelson Capital Management first reported a position in WisdomTree Japan Hedged Equity Fund in Q1 2017 and held it in 6 quarters.
Nelson Capital Management's WisdomTree Japan Hedged Equity Fund position peaked at $2K in Q2 2017.
313 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q3 2018.

Based on Nelson Capital Management's 13F filing for Q3 2018, filed 9 Oct 2018.