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Chase Investment Counsel’s WisdomTree WT Stock Holding History

Chase Investment Counsel’s Portfolio WT Stock Details WT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-106,825
Closed -$1.4M – 117
2014
Q1 		$1.4M Buy
+106,825
New +$1.63M 0.47% 79

Other funds holding WT

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $28.2B AUM 21.78% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.65B AUM 23.83% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
PCM
Penn Capital Management Philadelphia, Pennsylvania $1.29B AUM 53.44% 1-Year Est. Return

Chase Investment Counsel's WT Position: Q2 2014 in Review

Chase Investment Counsel sold out of WisdomTree (WT) in Q2 2014, closing a stake of 106,825 shares — an estimated $1.4M sold.

Chase Investment Counsel first reported a position in WT in Q1 2014 and held it in 1 quarter. The position peaked at $1.4M in Q1 2014. 188 funds tracked by Wall St. Rank hold WT as of Q2 2014.

  • Chase Investment Counsel reported no remaining WisdomTree position as of Q2 2014 after selling out during the quarter.
  • Chase Investment Counsel sold 106,825 WisdomTree shares in Q2 2014, an estimated $1.4M.
  • Chase Investment Counsel first reported a position in WisdomTree in Q1 2014 and held it in 1 quarter.
  • Chase Investment Counsel's WisdomTree position peaked at $1.4M in Q1 2014.
  • 188 funds tracked by Wall St. Rank held WisdomTree as of Q2 2014.

Based on Chase Investment Counsel's 13F filing for Q2 2014, filed 1 Aug 2014.