U
AXJL

UBS’s WisdomTree Asia-Pacific ex-Japan Fund AXJL Stock Holding History

UBS’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
2014
Q3 		$53K Sell
795
-493
-38% -$34.9K ﹤0.01% 6767
2014
Q2 		$88K Buy
1,288
+332
+35% +$22.5K ﹤0.01% 6104
2014
Q1 		$63K Sell
956
-379
-28% -$24.2K ﹤0.01% 6559
2013
Q4 		$89K Sell
1,335
-15,650
-92% -$1.05M ﹤0.01% 6207
2013
Q3 		$1.13M Buy
16,985
+1,846
+12% +$121K ﹤0.01% 3214
2013
Q2 		$958K Buy
+15,139
New +$1.03M ﹤0.01% 3397

Other funds holding AXJL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
B
Bellecapital Zurich, Switzerland $625M AUM 39.69% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

UBS's AXJL Position: Q3 2014 in Review

UBS reduced its WisdomTree Asia-Pacific ex-Japan Fund (AXJL) stake by 38% in Q3 2014, selling an estimated $34.9K and leaving 795 shares worth $53K. The position accounts for ﹤0.01% of the portfolio, ranked #6767.

UBS first reported a position in AXJL in Q2 2013 and has held it in 6 quarters since. The position peaked at $1.13M in Q3 2013. 22 funds tracked by Wall St. Rank hold AXJL as of Q3 2014.

  • UBS held 795 shares of WisdomTree Asia-Pacific ex-Japan Fund worth $53K as of Q3 2014.
  • UBS sold 493 WisdomTree Asia-Pacific ex-Japan Fund shares in Q3 2014, an estimated $34.9K.
  • WisdomTree Asia-Pacific ex-Japan Fund made up ﹤0.01% of UBS's portfolio in Q3 2014, its #6767 holding.
  • UBS first reported a position in WisdomTree Asia-Pacific ex-Japan Fund in Q2 2013 and has held it in 6 quarters since.
  • UBS's WisdomTree Asia-Pacific ex-Japan Fund position peaked at $1.13M in Q3 2013.
  • 22 funds tracked by Wall St. Rank held WisdomTree Asia-Pacific ex-Japan Fund as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.