CAM
CYB

Carret Asset Management’s WisdomTree Chinese Yuan Strategy Fund CYB Stock Holding History

Carret Asset Management’s Portfolio CYB Stock Details CYB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-7,800
Closed -$202K – 288
2013
Q2 		$202K Buy
+7,800
New +$202K 0.04% 292

Other funds holding CYB

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
QA
Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return
EM
EnTrustPermal Management New York $240M AUM 25.21% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Carret Asset Management's CYB Position: Q3 2013 in Review

Carret Asset Management sold out of WisdomTree Chinese Yuan Strategy Fund (CYB) in Q3 2013, closing a stake of 7,800 shares — an estimated $202K sold.

Carret Asset Management first reported a position in CYB in Q2 2013 and held it in 1 quarter. The position peaked at $202K in Q2 2013. 28 funds tracked by Wall St. Rank hold CYB as of Q3 2013.

  • Carret Asset Management reported no remaining WisdomTree Chinese Yuan Strategy Fund position as of Q3 2013 after selling out during the quarter.
  • Carret Asset Management sold 7,800 WisdomTree Chinese Yuan Strategy Fund shares in Q3 2013, an estimated $202K.
  • Carret Asset Management first reported a position in WisdomTree Chinese Yuan Strategy Fund in Q2 2013 and held it in 1 quarter.
  • Carret Asset Management's WisdomTree Chinese Yuan Strategy Fund position peaked at $202K in Q2 2013.
  • 28 funds tracked by Wall St. Rank held WisdomTree Chinese Yuan Strategy Fund as of Q3 2013.

Based on Carret Asset Management's 13F filing for Q3 2013, filed 14 Nov 2013.