Community Financial System’s WisdomTree Bloomberg US Dollar Bullish Fund USDU Stock Holding History

Community Financial System’s Portfolio USDU Stock Details USDU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q3	$1.63M	Hold	62,325	–	–	0.36%	60
2014 Q2	$1.53M	Buy	+62,325	New	+$1.54M	0.33%	64

Other funds holding USDU

SMA

Simply Money Advisors Cincinnati, Ohio $711M AUM 6.92% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Community Financial System's USDU Position: Q3 2014 in Review

Community Financial System held its WisdomTree Bloomberg US Dollar Bullish Fund (USDU) position steady in Q3 2014 at 62,325 shares worth $1.63M. The position accounts for 0.36% of the portfolio, ranked #60.

Community Financial System first reported a position in USDU in Q2 2014 and has held it in 2 quarters since. 5 funds tracked by Wall St. Rank hold USDU as of Q3 2014.

Community Financial System held 62,325 shares of WisdomTree Bloomberg US Dollar Bullish Fund worth $1.63M as of Q3 2014.
Community Financial System left its WisdomTree Bloomberg US Dollar Bullish Fund share count unchanged in Q3 2014.
WisdomTree Bloomberg US Dollar Bullish Fund made up 0.36% of Community Financial System's portfolio in Q3 2014, its #60 holding.
Community Financial System first reported a position in WisdomTree Bloomberg US Dollar Bullish Fund in Q2 2014 and has held it in 2 quarters since.
5 funds tracked by Wall St. Rank held WisdomTree Bloomberg US Dollar Bullish Fund as of Q3 2014.

Based on Community Financial System's 13F filing for Q3 2014, filed 8 Oct 2014.