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Centaurus Financial’s WisdomTree International AI Enhanced Value Fund AIVI Stock Holding History

Centaurus Financial’s Portfolio AIVI Stock Details AIVI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-100
Closed -$4K – 573
2018
Q2 		$4K Buy
+100
New +$4.37K ﹤0.01% 1840

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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJA
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
TCM
Telos Capital Management San Diego, California $1.04B AUM 19.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Centaurus Financial's AIVI Position: Q3 2018 in Review

Centaurus Financial sold out of WisdomTree International AI Enhanced Value Fund (AIVI) in Q3 2018, closing a stake of 100 shares — an estimated $4K sold.

Centaurus Financial first reported a position in AIVI in Q2 2018 and held it in 1 quarter. The position peaked at $4K in Q2 2018. 44 funds tracked by Wall St. Rank hold AIVI as of Q3 2018.

  • Centaurus Financial reported no remaining WisdomTree International AI Enhanced Value Fund position as of Q3 2018 after selling out during the quarter.
  • Centaurus Financial sold 100 WisdomTree International AI Enhanced Value Fund shares in Q3 2018, an estimated $4K.
  • Centaurus Financial first reported a position in WisdomTree International AI Enhanced Value Fund in Q2 2018 and held it in 1 quarter.
  • Centaurus Financial's WisdomTree International AI Enhanced Value Fund position peaked at $4K in Q2 2018.
  • 44 funds tracked by Wall St. Rank held WisdomTree International AI Enhanced Value Fund as of Q3 2018.

Based on Centaurus Financial's 13F filing for Q3 2018, filed 5 Nov 2018.