AWA
GULF

AmeriServ Wealth Advisors’s WisdomTree Middle East Dividend Fund GULF Stock Holding History

AmeriServ Wealth Advisors’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
Q1 		– Sell
-13,875
Closed -$277K – 176
2013
Q4 		$277K Sell
13,875
-300
-2% -$5.7K 0.17% 146
2013
Q3 		$255K Hold
14,175
– – 0.16% 146
2013
Q2 		$245K Buy
+14,175
New +$249K 0.16% 145

Other funds holding GULF

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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
MFS
MSI Financial Services Springfield, Massachusetts $3.07B AUM 10.22% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

AmeriServ Wealth Advisors's GULF Position: Q1 2014 in Review

AmeriServ Wealth Advisors sold out of WisdomTree Middle East Dividend Fund (GULF) in Q1 2014, closing a stake of 13,875 shares — an estimated $277K sold.

AmeriServ Wealth Advisors first reported a position in GULF in Q2 2013 and held it in 3 quarters. The position peaked at $277K in Q4 2013. 24 funds tracked by Wall St. Rank hold GULF as of Q1 2014.

  • AmeriServ Wealth Advisors reported no remaining WisdomTree Middle East Dividend Fund position as of Q1 2014 after selling out during the quarter.
  • AmeriServ Wealth Advisors sold 13,875 WisdomTree Middle East Dividend Fund shares in Q1 2014, an estimated $277K.
  • AmeriServ Wealth Advisors first reported a position in WisdomTree Middle East Dividend Fund in Q2 2013 and held it in 3 quarters.
  • AmeriServ Wealth Advisors's WisdomTree Middle East Dividend Fund position peaked at $277K in Q4 2013.
  • 24 funds tracked by Wall St. Rank held WisdomTree Middle East Dividend Fund as of Q1 2014.

Based on AmeriServ Wealth Advisors's 13F filing for Q1 2014, filed 14 May 2014.