AssetMark Inc
CYB

AssetMark Inc’s WisdomTree Chinese Yuan Strategy Fund CYB Stock Holding History

AssetMark Inc’s Portfolio CYB Stock Details CYB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-350
Closed -$9K – 517
2014
Q3 		$9K Buy
+350
New +$8.84K ﹤0.01% 431

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Susquehanna International Group
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Morgan Stanley
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Wells Fargo
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

AssetMark Inc's CYB Position: Q4 2014 in Review

AssetMark Inc sold out of WisdomTree Chinese Yuan Strategy Fund (CYB) in Q4 2014, closing a stake of 350 shares — an estimated $9K sold.

AssetMark Inc first reported a position in CYB in Q3 2014 and held it in 1 quarter. The position peaked at $9K in Q3 2014. 27 funds tracked by Wall St. Rank hold CYB as of Q4 2014.

  • AssetMark Inc reported no remaining WisdomTree Chinese Yuan Strategy Fund position as of Q4 2014 after selling out during the quarter.
  • AssetMark Inc sold 350 WisdomTree Chinese Yuan Strategy Fund shares in Q4 2014, an estimated $9K.
  • AssetMark Inc first reported a position in WisdomTree Chinese Yuan Strategy Fund in Q3 2014 and held it in 1 quarter.
  • AssetMark Inc's WisdomTree Chinese Yuan Strategy Fund position peaked at $9K in Q3 2014.
  • 27 funds tracked by Wall St. Rank held WisdomTree Chinese Yuan Strategy Fund as of Q4 2014.

Based on AssetMark Inc's 13F filing for Q4 2014, filed 3 Feb 2015.