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American National Bank & Trust’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History

American National Bank & Trust’s Portfolio EES Stock Details EES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-3,600
Closed -$95K – 249
2016
Q2 		$95K Buy
+3,600
New +$93.7K 0.03% 112

Other funds holding EES

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3AM
3D Asset Management Hartford, Connecticut $360M AUM 1.09% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SWM
SVA Wealth Management Madison, Wisconsin $1.15B AUM 22.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CIC
Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

American National Bank & Trust's EES Position: Q3 2016 in Review

American National Bank & Trust sold out of WisdomTree US SmallCap Earnings Fund (EES) in Q3 2016, closing a stake of 3,600 shares — an estimated $95K sold.

American National Bank & Trust first reported a position in EES in Q2 2016 and held it in 1 quarter. The position peaked at $95K in Q2 2016. 63 funds tracked by Wall St. Rank hold EES as of Q3 2016.

  • American National Bank & Trust reported no remaining WisdomTree US SmallCap Earnings Fund position as of Q3 2016 after selling out during the quarter.
  • American National Bank & Trust sold 3,600 WisdomTree US SmallCap Earnings Fund shares in Q3 2016, an estimated $95K.
  • American National Bank & Trust first reported a position in WisdomTree US SmallCap Earnings Fund in Q2 2016 and held it in 1 quarter.
  • American National Bank & Trust's WisdomTree US SmallCap Earnings Fund position peaked at $95K in Q2 2016.
  • 63 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q3 2016.

Based on American National Bank & Trust's 13F filing for Q3 2016, filed 17 Oct 2016.