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Apex Capital Management’s WisdomTree WT Stock Holding History

Apex Capital Management’s Portfolio WT Stock Details WT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-11,085
Closed -$137K – 274
2014
Q2 		$137K Sell
11,085
-1,597,907
-99% -$18.1M ﹤0.01% 262
2014
Q1 		$21.1M Buy
1,608,992
+205,394
+15% +$3.14M 0.75% 59
2013
Q4 		$24.9M Buy
+1,403,598
New +$20M 0.93% 46

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KCM
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ClearBridge Investments
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BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
PCM
Penn Capital Management Philadelphia, Pennsylvania $1.29B AUM 53.44% 1-Year Est. Return

Apex Capital Management's WT Position: Q3 2014 in Review

Apex Capital Management sold out of WisdomTree (WT) in Q3 2014, closing a stake of 11,085 shares — an estimated $137K sold.

Apex Capital Management first reported a position in WT in Q4 2013 and held it in 3 quarters. The position peaked at $24.9M in Q4 2013. 186 funds tracked by Wall St. Rank hold WT as of Q3 2014.

  • Apex Capital Management reported no remaining WisdomTree position as of Q3 2014 after selling out during the quarter.
  • Apex Capital Management sold 11,085 WisdomTree shares in Q3 2014, an estimated $137K.
  • Apex Capital Management first reported a position in WisdomTree in Q4 2013 and held it in 3 quarters.
  • Apex Capital Management's WisdomTree position peaked at $24.9M in Q4 2013.
  • 186 funds tracked by Wall St. Rank held WisdomTree as of Q3 2014.

Based on Apex Capital Management's 13F filing for Q3 2014, filed 15 Oct 2014.