New York Life Investment Management’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

New York Life Investment 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
2015 Q4	–	Sell	-91,896	Closed	-$4.47M	–	106
2015 Q3	$4.47M	Sell	91,896 -295,785	-76%	-$16M	0.42%	57
2015 Q2	$22.2M	Sell	387,681 -117,508	-23%	-$6.81M	2.51%	12
2015 Q1	$27.8M	Buy	505,189 +214,337	+74%	+$11.2M	3.13%	10
2014 Q4	$14.3M	Sell	290,852 -127,904	-31%	-$6.68M	1.71%	14
2014 Q3	$21.9M	Sell	418,756 -72,734	-15%	-$3.66M	3.61%	7
2014 Q2	$24.3M	Buy	491,490 +168,427	+52%	+$7.98M	4.11%	7
2014 Q1	$15.3M	Buy	323,063 +219,753	+213%	+$10.5M	3.23%	10
2013 Q4	$5.25M	Hold	103,310	–	–	1.31%	30
2013 Q3	$4.95M	Buy	+103,310	New	+$4.85M	1.52%	26

Other funds holding DXJ

LTI

Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

WIM

Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

New York Life Investment Management's DXJ Position: Q4 2015 in Review

New York Life Investment Management sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q4 2015, closing a stake of 91,896 shares — an estimated $4.47M sold.

New York Life Investment Management first reported a position in DXJ in Q3 2013 and held it in 9 quarters. The position peaked at $27.8M in Q1 2015. 358 funds tracked by Wall St. Rank hold DXJ as of Q4 2015.

New York Life Investment Management reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q4 2015 after selling out during the quarter.
New York Life Investment Management sold 91,896 WisdomTree Japan Hedged Equity Fund shares in Q4 2015, an estimated $4.47M.
New York Life Investment Management first reported a position in WisdomTree Japan Hedged Equity Fund in Q3 2013 and held it in 9 quarters.
New York Life Investment Management's WisdomTree Japan Hedged Equity Fund position peaked at $27.8M in Q1 2015.
358 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q4 2015.

Based on New York Life Investment Management's 13F filing for Q4 2015, filed 16 Feb 2016.