Columbia Capital’s WisdomTree Middle East Dividend Fund GULF Stock Holding History

Columbia Capital’s Portfolio GULF Stock Details GULF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q2	–	Sell	-8,217	Closed	-$183K	–	76
2014 Q1	$183K	Buy	8,217 +133	+2%	+$2.9K	0.13%	75
2013 Q4	$162K	Buy	+8,084	New	+$153K	0.14%	59

Other funds holding GULF

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

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

MAM

Mizuho Asset Management Tokyo, Japan $462M AUM 15.39% 1-Year Est. Return

BCM

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

MFS

MSI Financial Services Springfield, Massachusetts $3.07B AUM 10.22% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Columbia Capital's GULF Position: Q2 2014 in Review

Columbia Capital sold out of WisdomTree Middle East Dividend Fund (GULF) in Q2 2014, closing a stake of 8,217 shares — an estimated $183K sold.

Columbia Capital first reported a position in GULF in Q4 2013 and held it in 2 quarters. The position peaked at $183K in Q1 2014. 22 funds tracked by Wall St. Rank hold GULF as of Q2 2014.

Columbia Capital reported no remaining WisdomTree Middle East Dividend Fund position as of Q2 2014 after selling out during the quarter.
Columbia Capital sold 8,217 WisdomTree Middle East Dividend Fund shares in Q2 2014, an estimated $183K.
Columbia Capital first reported a position in WisdomTree Middle East Dividend Fund in Q4 2013 and held it in 2 quarters.
Columbia Capital's WisdomTree Middle East Dividend Fund position peaked at $183K in Q1 2014.
22 funds tracked by Wall St. Rank held WisdomTree Middle East Dividend Fund as of Q2 2014.

Based on Columbia Capital's 13F filing for Q2 2014, filed 16 Jul 2014.