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Stevens First Principles Investment Advisors’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Stevens First Principles Investment Advisors’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
2018
Q2 		– Sell
-129,689
Closed -$7.26M – 160
2018
Q1 		$7.26M Buy
129,689
+310
+0.2% +$18K 4.44% 5
2017
Q4 		$7.68M Buy
129,379
+1,096
+0.9% +$63.2K 4.13% 4
2017
Q3 		$7.02M Buy
128,283
+1,270
+1% +$66.6K 3.82% 5
2017
Q2 		$6.61M Sell
127,013
-52
-0% -$2.66K 3.9% 4
2017
Q1 		$6.43M Buy
127,065
+20,610
+19% +$1.05M 4.09% 4
2016
Q4 		$5.27M Buy
106,455
+32,030
+43% +$1.5M 3.66% 6
2016
Q3 		$3.19M Sell
74,425
-1,090
-1% -$45.3K 2.3% 17
2016
Q2 		$2.93M Buy
75,515
+190
+0.3% +$8.01K 2.18% 18
2016
Q1 		$3.29M Sell
75,325
-270
-0.4% -$11.9K 2.66% 15
2015
Q4 		$3.79M Sell
75,595
-3,885
-5% -$207K 3.22% 10
2015
Q3 		$3.87M Sell
79,480
-100
-0.1% -$5.41K 3.09% 9
2015
Q2 		$4.55M Sell
79,580
-2,970
-4% -$172K 2.95% 9
2015
Q1 		$4.55M Buy
82,550
+49,755
+152% +$2.59M 2.94% 11
2014
Q4 		$1.61M Buy
32,795
+32,360
+7,439% +$1.69M 1.06% 34
2014
Q3 		$23K Buy
+435
New +$21.9K 0.01% 175
2014
Q2 		– Sell
-210
Closed -$10K – 221
2014
Q1 		$10K Sell
210
-55,410
-100% -$2.64M 0.01% 176
2013
Q4 		$2.83M Sell
55,620
-1,835
-3% -$89.2K 1.68% 22
2013
Q3 		$2.75M Sell
57,455
-6,605
-10% -$310K 1.64% 23
2013
Q2 		$2.92M Buy
+64,060
New +$2.99M 2.06% 19

Other funds holding DXJ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B 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 $530B AUM 22.01% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Stevens First Principles Investment Advisors's DXJ Position: Q2 2018 in Review

Stevens First Principles Investment Advisors sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q2 2018, closing a stake of 129,689 shares — an estimated $7.26M sold.

Stevens First Principles Investment Advisors first reported a position in DXJ in Q2 2013 and held it in 19 quarters. The position peaked at $7.68M in Q4 2017. 312 funds tracked by Wall St. Rank hold DXJ as of Q2 2018.

  • Stevens First Principles Investment Advisors reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q2 2018 after selling out during the quarter.
  • Stevens First Principles Investment Advisors sold 129,689 WisdomTree Japan Hedged Equity Fund shares in Q2 2018, an estimated $7.26M.
  • Stevens First Principles Investment Advisors first reported a position in WisdomTree Japan Hedged Equity Fund in Q2 2013 and held it in 19 quarters.
  • Stevens First Principles Investment Advisors's WisdomTree Japan Hedged Equity Fund position peaked at $7.68M in Q4 2017.
  • 312 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q2 2018.

Based on Stevens First Principles Investment Advisors's 13F filing for Q2 2018, filed 7 Aug 2018.