CAPTRUST Financial Advisors
AUNZ

CAPTRUST Financial Advisors’s WisdomTree Dreyfus Australia & New Zealand Debt Fund AUNZ Stock Holding History

CAPTRUST Financial Advisors’s Portfolio AUNZ Stock Details AUNZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-140
Closed -$3K – 198
2014
Q1 		$3K Buy
+140
New +$2.75K ﹤0.01% 178

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TIM
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Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
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Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CHAM
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BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

CAPTRUST Financial Advisors's AUNZ Position: Q2 2014 in Review

CAPTRUST Financial Advisors sold out of WisdomTree Dreyfus Australia & New Zealand Debt Fund (AUNZ) in Q2 2014, closing a stake of 140 shares — an estimated $3K sold.

CAPTRUST Financial Advisors first reported a position in AUNZ in Q1 2014 and held it in 1 quarter. The position peaked at $3K in Q1 2014. 16 funds tracked by Wall St. Rank hold AUNZ as of Q2 2014.

  • CAPTRUST Financial Advisors reported no remaining WisdomTree Dreyfus Australia & New Zealand Debt Fund position as of Q2 2014 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 140 WisdomTree Dreyfus Australia & New Zealand Debt Fund shares in Q2 2014, an estimated $3K.
  • CAPTRUST Financial Advisors first reported a position in WisdomTree Dreyfus Australia & New Zealand Debt Fund in Q1 2014 and held it in 1 quarter.
  • CAPTRUST Financial Advisors's WisdomTree Dreyfus Australia & New Zealand Debt Fund position peaked at $3K in Q1 2014.
  • 16 funds tracked by Wall St. Rank held WisdomTree Dreyfus Australia & New Zealand Debt Fund as of Q2 2014.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2014, filed 12 Aug 2014.