CIBC Private Wealth Group
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CIBC Private Wealth Group’s WisdomTree Emerging Markets Local Debt Fund ELD Stock Holding History

CIBC Private Wealth Group’s Portfolio ELD Stock Details ELD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-12,260
Closed -$563K – 604
2014
Q1 		$563K Buy
+12,260
New +$551K ﹤0.01% 505

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MIS
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UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
SMA
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

CIBC Private Wealth Group's ELD Position: Q2 2014 in Review

CIBC Private Wealth Group sold out of WisdomTree Emerging Markets Local Debt Fund (ELD) in Q2 2014, closing a stake of 12,260 shares — an estimated $563K sold.

CIBC Private Wealth Group first reported a position in ELD in Q1 2014 and held it in 1 quarter. The position peaked at $563K in Q1 2014. 112 funds tracked by Wall St. Rank hold ELD as of Q2 2014.

  • CIBC Private Wealth Group reported no remaining WisdomTree Emerging Markets Local Debt Fund position as of Q2 2014 after selling out during the quarter.
  • CIBC Private Wealth Group sold 12,260 WisdomTree Emerging Markets Local Debt Fund shares in Q2 2014, an estimated $563K.
  • CIBC Private Wealth Group first reported a position in WisdomTree Emerging Markets Local Debt Fund in Q1 2014 and held it in 1 quarter.
  • CIBC Private Wealth Group's WisdomTree Emerging Markets Local Debt Fund position peaked at $563K in Q1 2014.
  • 112 funds tracked by Wall St. Rank held WisdomTree Emerging Markets Local Debt Fund as of Q2 2014.

Based on CIBC Private Wealth Group's 13F filing for Q2 2014, filed 13 Aug 2014.