CIM
AIVI icon

Contravisory Investment Management’s WisdomTree International AI Enhanced Value Fund AIVI Stock Holding History

Contravisory Investment Management’s Portfolio AIVI Stock Details AIVI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-329
Closed -$16K – 150
2014
Q1 		$16K Buy
+329
New +$15.7K ﹤0.01% 111

Other funds holding AIVI

PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JWM
Jacobus Wealth Management Milwaukee, Wisconsin $382M AUM 16.31% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
CA
Cumberland Advisors Sarasota, Florida $284M AUM 27.11% 1-Year Est. Return
OIM
Orca Investment Management Roseburg, Oregon $118M AUM 36.88% 1-Year Est. Return
FBT
Founders Bank & Trust Grand Rapids, Michigan $190M AUM 7.04% 1-Year Est. Return

Contravisory Investment Management's AIVI Position: Q2 2014 in Review

Contravisory Investment Management sold out of WisdomTree International AI Enhanced Value Fund (AIVI) in Q2 2014, closing a stake of 329 shares — an estimated $16K sold.

Contravisory Investment Management first reported a position in AIVI in Q1 2014 and held it in 1 quarter. The position peaked at $16K in Q1 2014. 59 funds tracked by Wall St. Rank hold AIVI as of Q2 2014.

  • Contravisory Investment Management reported no remaining WisdomTree International AI Enhanced Value Fund position as of Q2 2014 after selling out during the quarter.
  • Contravisory Investment Management sold 329 WisdomTree International AI Enhanced Value Fund shares in Q2 2014, an estimated $16K.
  • Contravisory Investment Management first reported a position in WisdomTree International AI Enhanced Value Fund in Q1 2014 and held it in 1 quarter.
  • Contravisory Investment Management's WisdomTree International AI Enhanced Value Fund position peaked at $16K in Q1 2014.
  • 59 funds tracked by Wall St. Rank held WisdomTree International AI Enhanced Value Fund as of Q2 2014.

Based on Contravisory Investment Management's 13F filing for Q2 2014, filed 17 Jul 2014.