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Alexandria Capital’s WisdomTree Emerging Markets Local Debt Fund ELD Stock Holding History

Alexandria Capital’s Portfolio ELD Stock Details ELD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-338
Closed -$16K – 588
2013
Q4 		$16K Hold
338
– – 0.01% 317
2013
Q3 		$16K Hold
338
– – 0.01% 323
2013
Q2 		$16K Buy
+338
New +$17.5K 0.01% 338

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VA
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Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CC
Curian Capital Denver, Colorado $1.35B AUM 0.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CFA
Capstone Financial Advisors Downers Grove, Illinois $1.86B AUM 15.98% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
SMA
Simply Money Advisors Cincinnati, Ohio $711M AUM 6.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Alexandria Capital's ELD Position: Q1 2014 in Review

Alexandria Capital sold out of WisdomTree Emerging Markets Local Debt Fund (ELD) in Q1 2014, closing a stake of 338 shares — an estimated $16K sold.

Alexandria Capital first reported a position in ELD in Q2 2013 and held it in 3 quarters. The position peaked at $16K in Q4 2013. 125 funds tracked by Wall St. Rank hold ELD as of Q1 2014.

  • Alexandria Capital reported no remaining WisdomTree Emerging Markets Local Debt Fund position as of Q1 2014 after selling out during the quarter.
  • Alexandria Capital sold 338 WisdomTree Emerging Markets Local Debt Fund shares in Q1 2014, an estimated $16K.
  • Alexandria Capital first reported a position in WisdomTree Emerging Markets Local Debt Fund in Q2 2013 and held it in 3 quarters.
  • Alexandria Capital's WisdomTree Emerging Markets Local Debt Fund position peaked at $16K in Q4 2013.
  • 125 funds tracked by Wall St. Rank held WisdomTree Emerging Markets Local Debt Fund as of Q1 2014.

Based on Alexandria Capital's 13F filing for Q1 2014, filed 7 May 2014.