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Capital Investment Advisory Services’s WisdomTree US Multifactor Fund USMF Stock Holding History

Capital Investment Advisory Services’s Portfolio USMF Stock Details USMF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-820
Closed -$24K – 1449
2019
Q1 		$24K Buy
+820
New +$23.2K 0.01% 642

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FEG
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BFG
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BTS
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LTFS
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WFWM
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PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return
AW
ACG Wealth Atlanta, Georgia $437M AUM 11.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Capital Investment Advisory Services's USMF Position: Q2 2019 in Review

Capital Investment Advisory Services sold out of WisdomTree US Multifactor Fund (USMF) in Q2 2019, closing a stake of 820 shares — an estimated $24K sold.

Capital Investment Advisory Services first reported a position in USMF in Q1 2019 and held it in 1 quarter. The position peaked at $24K in Q1 2019. 34 funds tracked by Wall St. Rank hold USMF as of Q2 2019.

  • Capital Investment Advisory Services reported no remaining WisdomTree US Multifactor Fund position as of Q2 2019 after selling out during the quarter.
  • Capital Investment Advisory Services sold 820 WisdomTree US Multifactor Fund shares in Q2 2019, an estimated $24K.
  • Capital Investment Advisory Services first reported a position in WisdomTree US Multifactor Fund in Q1 2019 and held it in 1 quarter.
  • Capital Investment Advisory Services's WisdomTree US Multifactor Fund position peaked at $24K in Q1 2019.
  • 34 funds tracked by Wall St. Rank held WisdomTree US Multifactor Fund as of Q2 2019.

Based on Capital Investment Advisory Services's 13F filing for Q2 2019, filed 8 Aug 2019.