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Cobiz Wealth’s WisdomTree True Developed International Fund DOL Stock Holding History

Cobiz Wealth’s Portfolio DOL Stock Details DOL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-989
Closed -$44K – 177
2013
Q2 		$44K Buy
+989
New +$46.3K 0.01% 184

Other funds holding DOL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return
CIC
Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
CIM
Corda Investment Management Houston, Texas $1.45B AUM 22.99% 1-Year Est. Return

Cobiz Wealth's DOL Position: Q3 2013 in Review

Cobiz Wealth sold out of WisdomTree True Developed International Fund (DOL) in Q3 2013, closing a stake of 989 shares — an estimated $44K sold.

Cobiz Wealth first reported a position in DOL in Q2 2013 and held it in 1 quarter. The position peaked at $44K in Q2 2013. 46 funds tracked by Wall St. Rank hold DOL as of Q3 2013.

  • Cobiz Wealth reported no remaining WisdomTree True Developed International Fund position as of Q3 2013 after selling out during the quarter.
  • Cobiz Wealth sold 989 WisdomTree True Developed International Fund shares in Q3 2013, an estimated $44K.
  • Cobiz Wealth first reported a position in WisdomTree True Developed International Fund in Q2 2013 and held it in 1 quarter.
  • Cobiz Wealth's WisdomTree True Developed International Fund position peaked at $44K in Q2 2013.
  • 46 funds tracked by Wall St. Rank held WisdomTree True Developed International Fund as of Q3 2013.

Based on Cobiz Wealth's 13F filing for Q3 2013, filed 6 Nov 2013.