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

Pinnacle Summer Investments’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
2015 Q4	$3K	Sell	106 -23,866	-100%	-$704K	﹤0.01%	664
2015 Q3	$655K	Buy	+23,972	New	+$721K	0.11%	150
2015 Q2	–	Sell	-22,492	Closed	-$744K	–	829
2015 Q1	$744K	Buy	22,492 +21,488	+2,140%	+$666K	0.1%	162
2014 Q4	$28K	Buy	1,004 +238	+31%	+$6.73K	﹤0.01%	612
2014 Q3	$22K	Hold	766	–	–	﹤0.01%	660
2014 Q2	$22K	Hold	766	–	–	﹤0.01%	633
2014 Q1	$22K	Buy	766 +162	+27%	+$4.48K	﹤0.01%	577
2013 Q4	$17K	Buy	604 +220	+57%	+$5.98K	﹤0.01%	632
2013 Q3	$10K	Buy	384 +142	+59%	+$3.65K	﹤0.01%	679
2013 Q2	$6K	Buy	+242	New	+$6.11K	﹤0.01%	677

Other funds holding HEDJ

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

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

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

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

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 HEDJ Position: Q4 2015 in Review

Pinnacle Summer Investments reduced its WisdomTree Europe Hedged Equity Fund (HEDJ) stake by 100% in Q4 2015, selling an estimated $704K and leaving 106 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #664.

Pinnacle Summer Investments first reported a position in HEDJ in Q2 2013 and has held it in 10 quarters since. The position peaked at $744K in Q1 2015. 385 funds tracked by Wall St. Rank hold HEDJ as of Q4 2015.

Pinnacle Summer Investments held 106 shares of WisdomTree Europe Hedged Equity Fund worth $3K as of Q4 2015.
Pinnacle Summer Investments sold 23,866 WisdomTree Europe Hedged Equity Fund shares in Q4 2015, an estimated $704K.
WisdomTree Europe Hedged Equity Fund made up ﹤0.01% of Pinnacle Summer Investments's portfolio in Q4 2015, its #664 holding.
Pinnacle Summer Investments first reported a position in WisdomTree Europe Hedged Equity Fund in Q2 2013 and has held it in 10 quarters since.
Pinnacle Summer Investments's WisdomTree Europe Hedged Equity Fund position peaked at $744K in Q1 2015.
385 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q4 2015.

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