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Bell Bank’s WisdomTree Emerging Markets Local Debt Fund ELD Stock Holding History

Bell Bank’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
2013
Q4 		– Sell
-8,585
Closed -$404K – 170
2013
Q3 		$404K Sell
8,585
-235
-3% -$11.1K 0.14% 173
2013
Q2 		$424K Buy
+8,820
New +$456K 0.15% 178

Other funds holding ELD

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CC
Curian Capital Denver, Colorado $1.35B AUM 0.33% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
CFA
Capstone Financial Advisors Downers Grove, Illinois $1.86B AUM 15.98% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SMA
Simply Money Advisors Cincinnati, Ohio $711M AUM 6.92% 1-Year Est. Return

Bell Bank's ELD Position: Q4 2013 in Review

Bell Bank sold out of WisdomTree Emerging Markets Local Debt Fund (ELD) in Q4 2013, closing a stake of 8,585 shares — an estimated $404K sold.

Bell Bank first reported a position in ELD in Q2 2013 and held it in 2 quarters. The position peaked at $424K in Q2 2013. 128 funds tracked by Wall St. Rank hold ELD as of Q4 2013.

  • Bell Bank reported no remaining WisdomTree Emerging Markets Local Debt Fund position as of Q4 2013 after selling out during the quarter.
  • Bell Bank sold 8,585 WisdomTree Emerging Markets Local Debt Fund shares in Q4 2013, an estimated $404K.
  • Bell Bank first reported a position in WisdomTree Emerging Markets Local Debt Fund in Q2 2013 and held it in 2 quarters.
  • Bell Bank's WisdomTree Emerging Markets Local Debt Fund position peaked at $424K in Q2 2013.
  • 128 funds tracked by Wall St. Rank held WisdomTree Emerging Markets Local Debt Fund as of Q4 2013.

Based on Bell Bank's 13F filing for Q4 2013, filed 12 Feb 2014.