Pinnacle Summer Investments’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Pinnacle Summer Investments’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	-288	Closed	-$14K	–	839
2015 Q3	$14K	Buy	288 +55	+24%	+$2.97K	﹤0.01%	683
2015 Q2	$13K	Buy	233 +96	+70%	+$5.57K	﹤0.01%	500
2015 Q1	$8K	Hold	137	–	–	﹤0.01%	808
2014 Q4	$7K	Hold	137	–	–	﹤0.01%	849
2014 Q3	$7K	Hold	137	–	–	﹤0.01%	862
2014 Q2	$7K	Hold	137	–	–	﹤0.01%	801
2014 Q1	$6K	Buy	137 +44	+47%	+$2.1K	﹤0.01%	771
2013 Q4	$5K	Hold	93	–	–	﹤0.01%	800
2013 Q3	$4K	Buy	+93	New	+$4.36K	﹤0.01%	786

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 $1.56T AUM 27.86% 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 $63.6B AUM 28.76% 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

Pinnacle Summer Investments's DXJ Position: Q4 2015 in Review

Pinnacle Summer Investments sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q4 2015, closing a stake of 288 shares — an estimated $14K sold.

Pinnacle Summer Investments first reported a position in DXJ in Q3 2013 and held it in 9 quarters. The position peaked at $14K in Q3 2015. 358 funds tracked by Wall St. Rank hold DXJ as of Q4 2015.

Pinnacle Summer Investments reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q4 2015 after selling out during the quarter.
Pinnacle Summer Investments sold 288 WisdomTree Japan Hedged Equity Fund shares in Q4 2015, an estimated $14K.
Pinnacle Summer Investments first reported a position in WisdomTree Japan Hedged Equity Fund in Q3 2013 and held it in 9 quarters.
Pinnacle Summer Investments's WisdomTree Japan Hedged Equity Fund position peaked at $14K in Q3 2015.
358 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q4 2015.

Based on Pinnacle Summer Investments's 13F filing for Q4 2015, filed 16 Feb 2016.