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Pinnacle Associates’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Pinnacle Associates’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
2019
Q1 		– Sell
-51,260
Closed -$1.45M – 719
2018
Q4 		$1.45M Sell
51,260
-2,100
-4% -$62.2K 0.04% 339
2018
Q3 		$1.69M Sell
53,360
-150
-0.3% -$4.81K 0.04% 337
2018
Q2 		$1.69M Sell
53,510
-18,484
-26% -$603K 0.03% 331
2018
Q1 		$2.26M Buy
71,994
+63,854
+784% +$2.04M 0.04% 286
2017
Q4 		$259K Hold
8,140
– – 0.01% 595
2017
Q3 		$263K Hold
8,140
– – ﹤0.01% 585
2017
Q2 		$254K Sell
8,140
-368
-4% -$11.9K ﹤0.01% 598
2017
Q1 		$267K Sell
8,508
-1,700
-17% -$50.6K 0.01% 581
2016
Q4 		$293K Buy
10,208
+2,298
+29% +$62.9K 0.01% 552
2016
Q3 		$213K Sell
7,910
-478
-6% -$12.6K ﹤0.01% 591
2016
Q2 		$212K Sell
8,388
-12,874
-61% -$334K ﹤0.01% 594
2016
Q1 		$552K Sell
21,262
-18,208
-46% -$461K 0.01% 443
2015
Q4 		$1.06M Buy
39,470
+20,854
+112% +$615K 0.02% 356
2015
Q3 		$509K Buy
18,616
+5,240
+39% +$158K 0.01% 461
2015
Q2 		$412K Sell
13,376
-6,564
-33% -$214K 0.01% 494
2015
Q1 		$659K Buy
19,940
+6,040
+43% +$187K 0.01% 432
2014
Q4 		$387K Sell
13,900
-600
-4% -$17K 0.01% 488
2014
Q3 		$419K Buy
14,500
+1,200
+9% +$34.5K 0.01% 484
2014
Q2 		$389K Buy
13,300
+2,500
+23% +$72.8K 0.01% 488
2014
Q1 		$305K Buy
+10,800
New +$298K 0.01% 506

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
IUHSA
Itau Unibanco Holding S.A. Sao Paulo, Brazil $5.27B AUM 41.17% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
P3I
Progeny 3 Inc Kirkland, Washington $1.94B AUM 19.13% 1-Year Est. Return

Pinnacle Associates's HEDJ Position: Q1 2019 in Review

Pinnacle Associates sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q1 2019, closing a stake of 51,260 shares — an estimated $1.45M sold.

Pinnacle Associates first reported a position in HEDJ in Q1 2014 and held it in 20 quarters. The position peaked at $2.26M in Q1 2018. 260 funds tracked by Wall St. Rank hold HEDJ as of Q1 2019.

  • Pinnacle Associates reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q1 2019 after selling out during the quarter.
  • Pinnacle Associates sold 51,260 WisdomTree Europe Hedged Equity Fund shares in Q1 2019, an estimated $1.45M.
  • Pinnacle Associates first reported a position in WisdomTree Europe Hedged Equity Fund in Q1 2014 and held it in 20 quarters.
  • Pinnacle Associates's WisdomTree Europe Hedged Equity Fund position peaked at $2.26M in Q1 2018.
  • 260 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q1 2019.

Based on Pinnacle Associates's 13F filing for Q1 2019, filed 10 May 2019.