CAL
BZF

Capital Advisors Ltd’s WisdomTree Brazilian Real Strategy Fund BZF Stock Holding History

Capital Advisors Ltd’s Portfolio BZF Stock Details BZF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-474
Closed -$9K – 334
2014
Q2 		$9K Hold
474
– – 0.01% 277
2014
Q1 		$9K Hold
474
– – 0.01% 281
2013
Q4 		$8K Buy
+474
New +$8.45K 0.01% 254

Other funds holding BZF

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Capital Advisors Ltd's BZF Position: Q3 2014 in Review

Capital Advisors Ltd sold out of WisdomTree Brazilian Real Strategy Fund (BZF) in Q3 2014, closing a stake of 474 shares — an estimated $9K sold.

Capital Advisors Ltd first reported a position in BZF in Q4 2013 and held it in 3 quarters. The position peaked at $9K in Q2 2014. 15 funds tracked by Wall St. Rank hold BZF as of Q3 2014.

  • Capital Advisors Ltd reported no remaining WisdomTree Brazilian Real Strategy Fund position as of Q3 2014 after selling out during the quarter.
  • Capital Advisors Ltd sold 474 WisdomTree Brazilian Real Strategy Fund shares in Q3 2014, an estimated $9K.
  • Capital Advisors Ltd first reported a position in WisdomTree Brazilian Real Strategy Fund in Q4 2013 and held it in 3 quarters.
  • Capital Advisors Ltd's WisdomTree Brazilian Real Strategy Fund position peaked at $9K in Q2 2014.
  • 15 funds tracked by Wall St. Rank held WisdomTree Brazilian Real Strategy Fund as of Q3 2014.

Based on Capital Advisors Ltd's 13F filing for Q3 2014, filed 29 Oct 2014.