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Nelson Capital Management’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Nelson Capital Management’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
2017
Q4 		– Sell
-58
Closed -$2K – 347
2017
Q3 		$2K Buy
+58
New +$1.82K ﹤0.01% 237

Other funds holding HEDJ

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JCM
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Nelson Capital Management's HEDJ Position: Q4 2017 in Review

Nelson Capital Management sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q4 2017, closing a stake of 58 shares — an estimated $2K sold.

Nelson Capital Management first reported a position in HEDJ in Q3 2017 and held it in 1 quarter. The position peaked at $2K in Q3 2017. 335 funds tracked by Wall St. Rank hold HEDJ as of Q4 2017.

  • Nelson Capital Management reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q4 2017 after selling out during the quarter.
  • Nelson Capital Management sold 58 WisdomTree Europe Hedged Equity Fund shares in Q4 2017, an estimated $2K.
  • Nelson Capital Management first reported a position in WisdomTree Europe Hedged Equity Fund in Q3 2017 and held it in 1 quarter.
  • Nelson Capital Management's WisdomTree Europe Hedged Equity Fund position peaked at $2K in Q3 2017.
  • 335 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q4 2017.

Based on Nelson Capital Management's 13F filing for Q4 2017, filed 26 Jan 2018.