CI Investments Inc
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CI Investments Inc’s WisdomTree WT Stock Holding History

CI Investments Inc’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
Q4 		– Sell
-331,423
Closed -$3.77M – 197
2014
Q3 		$3.77M Buy
331,423
+5,631
+2% +$64.1K 0.04% 140
2014
Q2 		$4.03M Buy
325,792
+118,450
+57% +$1.34M 0.04% 136
2014
Q1 		$2.72M Buy
207,342
+82,520
+66% +$1.26M 0.03% 151
2013
Q4 		$2.21M Buy
124,822
+16,642
+15% +$237K 0.02% 155
2013
Q3 		$1.26M Buy
+108,180
New +$1.31M 0.01% 169

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
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.65B AUM 23.83% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
RIM
RS Investment Management San Francisco, California $9.73B AUM 3.24% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

CI Investments Inc's WT Position: Q4 2014 in Review

CI Investments Inc sold out of WisdomTree (WT) in Q4 2014, closing a stake of 331,423 shares — an estimated $3.77M sold.

CI Investments Inc first reported a position in WT in Q3 2013 and held it in 5 quarters. The position peaked at $4.03M in Q2 2014. 192 funds tracked by Wall St. Rank hold WT as of Q4 2014.

  • CI Investments Inc reported no remaining WisdomTree position as of Q4 2014 after selling out during the quarter.
  • CI Investments Inc sold 331,423 WisdomTree shares in Q4 2014, an estimated $3.77M.
  • CI Investments Inc first reported a position in WisdomTree in Q3 2013 and held it in 5 quarters.
  • CI Investments Inc's WisdomTree position peaked at $4.03M in Q2 2014.
  • 192 funds tracked by Wall St. Rank held WisdomTree as of Q4 2014.

Based on CI Investments Inc's 13F filing for Q4 2014, filed 5 Feb 2015.