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SeaBridge Investment Advisors’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

SeaBridge Investment Advisors’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
2016
Q2 		– Sell
-130,500
Closed -$3.39M – 266
2016
Q1 		$3.39M Sell
130,500
-51,220
-28% -$1.3M 0.82% 47
2015
Q4 		$4.89M Sell
181,720
-41,670
-19% -$1.23M 1.09% 39
2015
Q3 		$6.1M Sell
223,390
-13,390
-6% -$403K 1.42% 22
2015
Q2 		$7.29M Sell
236,780
-64,470
-21% -$2.11M 1.49% 22
2015
Q1 		$9.96M Buy
301,250
+239,790
+390% +$7.43M 2.01% 6
2014
Q4 		$1.71M Buy
61,460
+60,350
+5,437% +$1.71M 0.35% 83
2014
Q3 		$32K Hold
1,110
– – 0.01% 168
2014
Q2 		$32K Hold
1,110
– – 0.01% 180
2014
Q1 		$31K Sell
1,110
-2,840
-72% -$78.5K 0.01% 171
2013
Q4 		$111K Buy
+3,950
New +$107K 0.02% 152

Other funds holding HEDJ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return