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Atwood & Palmer’s WisdomTree Emerging Markets Local Debt Fund ELD Stock Holding History

Atwood & Palmer’s Portfolio ELD Stock Details ELD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-270
Closed -$13K – 377
2014
Q2 		$13K Buy
+270
New +$12.6K ﹤0.01% 255

Other funds holding ELD

VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CFA
Capstone Financial Advisors Downers Grove, Illinois $1.86B AUM 15.98% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FAAM
First Allied Asset Management San Diego, California $712M AUM 9.35% 1-Year Est. Return

Atwood & Palmer's ELD Position: Q3 2014 in Review

Atwood & Palmer sold out of WisdomTree Emerging Markets Local Debt Fund (ELD) in Q3 2014, closing a stake of 270 shares — an estimated $13K sold.

Atwood & Palmer first reported a position in ELD in Q2 2014 and held it in 1 quarter. The position peaked at $13K in Q2 2014. 109 funds tracked by Wall St. Rank hold ELD as of Q3 2014.

  • Atwood & Palmer reported no remaining WisdomTree Emerging Markets Local Debt Fund position as of Q3 2014 after selling out during the quarter.
  • Atwood & Palmer sold 270 WisdomTree Emerging Markets Local Debt Fund shares in Q3 2014, an estimated $13K.
  • Atwood & Palmer first reported a position in WisdomTree Emerging Markets Local Debt Fund in Q2 2014 and held it in 1 quarter.
  • Atwood & Palmer's WisdomTree Emerging Markets Local Debt Fund position peaked at $13K in Q2 2014.
  • 109 funds tracked by Wall St. Rank held WisdomTree Emerging Markets Local Debt Fund as of Q3 2014.

Based on Atwood & Palmer's 13F filing for Q3 2014, filed 12 Nov 2014.