CBT
EMCG

Capital Bank & Trust’s WisdomTree Emerging Markets Consumer Growth Fund EMCG Stock Holding History

Capital Bank & Trust’s Portfolio EMCG Stock Details EMCG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-1,245
Closed -$27K – 920
2018
Q3 		$27K Hold
1,245
– – ﹤0.01% 553
2018
Q2 		$28K Buy
+1,245
New +$30.9K ﹤0.01% 469

Other funds holding EMCG

OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WAM
Wealthspire Advisors (Maryland) Potomac, Maryland $2.84B AUM 10.91% 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
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Capital Bank & Trust's EMCG Position: Q4 2018 in Review

Capital Bank & Trust sold out of WisdomTree Emerging Markets Consumer Growth Fund (EMCG) in Q4 2018, closing a stake of 1,245 shares — an estimated $27K sold.

Capital Bank & Trust first reported a position in EMCG in Q2 2018 and held it in 2 quarters. The position peaked at $28K in Q2 2018. 14 funds tracked by Wall St. Rank hold EMCG as of Q4 2018.

  • Capital Bank & Trust reported no remaining WisdomTree Emerging Markets Consumer Growth Fund position as of Q4 2018 after selling out during the quarter.
  • Capital Bank & Trust sold 1,245 WisdomTree Emerging Markets Consumer Growth Fund shares in Q4 2018, an estimated $27K.
  • Capital Bank & Trust first reported a position in WisdomTree Emerging Markets Consumer Growth Fund in Q2 2018 and held it in 2 quarters.
  • Capital Bank & Trust's WisdomTree Emerging Markets Consumer Growth Fund position peaked at $28K in Q2 2018.
  • 14 funds tracked by Wall St. Rank held WisdomTree Emerging Markets Consumer Growth Fund as of Q4 2018.

Based on Capital Bank & Trust's 13F filing for Q4 2018, filed 14 Feb 2019.