SPIA
AXJL

Steward Partners Investment Advisory’s WisdomTree Asia-Pacific ex-Japan Fund AXJL Stock Holding History

Steward Partners Investment Advisory’s Portfolio AXJL Stock Details AXJL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-44
Closed -$2K – 1844
2017
Q2 		$2K Hold
44
– – ﹤0.01% 1483
2017
Q1 		$2K Buy
+44
New +$2.72K ﹤0.01% 1364

Other funds holding AXJL

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
EWM
Evercore Wealth Management New York $6.36B AUM 20.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 28.91% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
B
Bellecapital Zurich, Switzerland $625M AUM 39.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Steward Partners Investment Advisory's AXJL Position: Q3 2017 in Review

Steward Partners Investment Advisory sold out of WisdomTree Asia-Pacific ex-Japan Fund (AXJL) in Q3 2017, closing a stake of 44 shares — an estimated $2K sold.

Steward Partners Investment Advisory first reported a position in AXJL in Q1 2017 and held it in 2 quarters. The position peaked at $2K in Q2 2017. 15 funds tracked by Wall St. Rank hold AXJL as of Q3 2017.

  • Steward Partners Investment Advisory reported no remaining WisdomTree Asia-Pacific ex-Japan Fund position as of Q3 2017 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 44 WisdomTree Asia-Pacific ex-Japan Fund shares in Q3 2017, an estimated $2K.
  • Steward Partners Investment Advisory first reported a position in WisdomTree Asia-Pacific ex-Japan Fund in Q1 2017 and held it in 2 quarters.
  • Steward Partners Investment Advisory's WisdomTree Asia-Pacific ex-Japan Fund position peaked at $2K in Q2 2017.
  • 15 funds tracked by Wall St. Rank held WisdomTree Asia-Pacific ex-Japan Fund as of Q3 2017.

Based on Steward Partners Investment Advisory's 13F filing for Q3 2017, filed 22 Nov 2017.