Boys Arnold & Co’s WisdomTree Emerging Markets Local Debt Fund ELD Stock Holding History

Boys Arnold & Co’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 Q4	–	Sell	-5,332	Closed	-$238K	–	206
2014 Q3	$238K	Sell	5,332 -700	-12%	-$32.7K	0.05%	193
2014 Q2	$287K	Sell	6,032 -200	-3%	-$9.34K	0.05%	188
2014 Q1	$286K	Sell	6,232 -2	-0%	-$90	0.05%	182
2013 Q4	$287K	Sell	6,234 -3,403	-35%	-$160K	0.05%	171
2013 Q3	$454K	Sell	9,637 -549	-5%	-$25.9K	0.09%	145
2013 Q2	$489K	Buy	+10,186	New	+$526K	0.11%	135

Other funds holding ELD

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

USAA

United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return

CFA

Capstone Financial Advisors Downers Grove, Illinois $2.05B AUM 19.29% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

TAT

TD Ameritrade Trust Denver, Colorado $285M AUM 0.17% 1-Year Est. Return

Boys Arnold & Co's ELD Position: Q4 2014 in Review

Boys Arnold & Co sold out of WisdomTree Emerging Markets Local Debt Fund (ELD) in Q4 2014, closing a stake of 5,332 shares — an estimated $238K sold.

Boys Arnold & Co first reported a position in ELD in Q2 2013 and held it in 6 quarters. The position peaked at $489K in Q2 2013. 110 funds tracked by Wall St. Rank hold ELD as of Q4 2014.

Boys Arnold & Co reported no remaining WisdomTree Emerging Markets Local Debt Fund position as of Q4 2014 after selling out during the quarter.
Boys Arnold & Co sold 5,332 WisdomTree Emerging Markets Local Debt Fund shares in Q4 2014, an estimated $238K.
Boys Arnold & Co first reported a position in WisdomTree Emerging Markets Local Debt Fund in Q2 2013 and held it in 6 quarters.
Boys Arnold & Co's WisdomTree Emerging Markets Local Debt Fund position peaked at $489K in Q2 2013.
110 funds tracked by Wall St. Rank held WisdomTree Emerging Markets Local Debt Fund as of Q4 2014.

Based on Boys Arnold & Co's 13F filing for Q4 2014, filed 5 Feb 2015.