Chicago Partners Investment Group’s WisdomTree Dreyfus Australia & New Zealand Debt Fund AUNZ Stock Holding History

Chicago Partners Investment Group’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
2015 Q3	–	Sell	-1,086	Closed	-$21K	–	474
2015 Q2	$21K	Hold	1,086	–	–	0.01%	301
2015 Q1	$21K	Sell	1,086 -56	-5%	-$1.03K	0.01%	289
2014 Q4	$22K	Buy	+1,142	New	+$22.3K	0.01%	283

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Jane Street New York $777B AUM 61.18% 1-Year Est. Return

BCM

Bluefin Capital Management New York $156M AUM 18.47% 1-Year Est. Return

TIM

Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MOTCO San Antonio, Texas $1.17B AUM 23.84% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Chicago Partners Investment Group's AUNZ Position: Q3 2015 in Review

Chicago Partners Investment Group sold out of WisdomTree Dreyfus Australia & New Zealand Debt Fund (AUNZ) in Q3 2015, closing a stake of 1,086 shares — an estimated $21K sold.

Chicago Partners Investment Group first reported a position in AUNZ in Q4 2014 and held it in 3 quarters. The position peaked at $22K in Q4 2014. 14 funds tracked by Wall St. Rank hold AUNZ as of Q3 2015.

Chicago Partners Investment Group reported no remaining WisdomTree Dreyfus Australia & New Zealand Debt Fund position as of Q3 2015 after selling out during the quarter.
Chicago Partners Investment Group sold 1,086 WisdomTree Dreyfus Australia & New Zealand Debt Fund shares in Q3 2015, an estimated $21K.
Chicago Partners Investment Group first reported a position in WisdomTree Dreyfus Australia & New Zealand Debt Fund in Q4 2014 and held it in 3 quarters.
Chicago Partners Investment Group's WisdomTree Dreyfus Australia & New Zealand Debt Fund position peaked at $22K in Q4 2014.
14 funds tracked by Wall St. Rank held WisdomTree Dreyfus Australia & New Zealand Debt Fund as of Q3 2015.

Based on Chicago Partners Investment Group's 13F filing for Q3 2015, filed 30 Oct 2015.