Ameriprise
GULF

Ameriprise’s WisdomTree Middle East Dividend Fund GULF Stock Holding History

Ameriprise’s Portfolio GULF Stock Details GULF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-2,084
Closed -$50K – 4680
2014
Q3 		$50K Sell
2,084
-346
-14% -$8.13K ﹤0.01% 4017
2014
Q2 		$51K Buy
2,430
+424
+21% +$9.84K ﹤0.01% 3892
2014
Q1 		$45K Buy
+2,006
New +$43.7K ﹤0.01% 3831

Other funds holding GULF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MAM
Mizuho Asset Management Tokyo, Japan $462M AUM 15.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MFS
MSI Financial Services Springfield, Massachusetts $3.07B AUM 10.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BCM
Bluefin Capital Management New York $156M AUM 18.47% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Ameriprise's GULF Position: Q4 2014 in Review

Ameriprise sold out of WisdomTree Middle East Dividend Fund (GULF) in Q4 2014, closing a stake of 2,084 shares — an estimated $50K sold.

Ameriprise first reported a position in GULF in Q1 2014 and held it in 3 quarters. The position peaked at $51K in Q2 2014. 21 funds tracked by Wall St. Rank hold GULF as of Q4 2014.

  • Ameriprise reported no remaining WisdomTree Middle East Dividend Fund position as of Q4 2014 after selling out during the quarter.
  • Ameriprise sold 2,084 WisdomTree Middle East Dividend Fund shares in Q4 2014, an estimated $50K.
  • Ameriprise first reported a position in WisdomTree Middle East Dividend Fund in Q1 2014 and held it in 3 quarters.
  • Ameriprise's WisdomTree Middle East Dividend Fund position peaked at $51K in Q2 2014.
  • 21 funds tracked by Wall St. Rank held WisdomTree Middle East Dividend Fund as of Q4 2014.

Based on Ameriprise's 13F filing for Q4 2014, filed 13 Feb 2015.