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Compagnie Lombard Odier SCmA’s WisdomTree WT Stock Holding History

Compagnie Lombard Odier SCmA’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
-1,500
Closed -$17K – 869
2014
Q3 		$17K Buy
+1,500
New +$17.1K ﹤0.01% 800

Other funds holding WT

Wellington Management Group
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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

Compagnie Lombard Odier SCmA's WT Position: Q4 2014 in Review

Compagnie Lombard Odier SCmA sold out of WisdomTree (WT) in Q4 2014, closing a stake of 1,500 shares — an estimated $17K sold.

Compagnie Lombard Odier SCmA first reported a position in WT in Q3 2014 and held it in 1 quarter. The position peaked at $17K in Q3 2014. 192 funds tracked by Wall St. Rank hold WT as of Q4 2014.

  • Compagnie Lombard Odier SCmA reported no remaining WisdomTree position as of Q4 2014 after selling out during the quarter.
  • Compagnie Lombard Odier SCmA sold 1,500 WisdomTree shares in Q4 2014, an estimated $17K.
  • Compagnie Lombard Odier SCmA first reported a position in WisdomTree in Q3 2014 and held it in 1 quarter.
  • Compagnie Lombard Odier SCmA's WisdomTree position peaked at $17K in Q3 2014.
  • 192 funds tracked by Wall St. Rank held WisdomTree as of Q4 2014.

Based on Compagnie Lombard Odier SCmA's 13F filing for Q4 2014, filed 13 Feb 2015.