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Convergence Investment Partners’s WisdomTree WT Stock Holding History

Convergence Investment Partners’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
2015
Q4 		– Sell
-65,650
Closed -$1.06M – 396
2015
Q3 		$1.06M Buy
+65,650
New +$1.38M 0.12% 254
2014
Q1 		– Sell
-92,325
Closed -$1.64M – 439
2013
Q4 		$1.64M Buy
+92,325
New +$1.31M 0.27% 128

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BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
TCM
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CC
Cannell & Co New York $3.15B AUM 30.62% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Convergence Investment Partners's WT Position: Q4 2015 in Review

Convergence Investment Partners sold out of WisdomTree (WT) in Q4 2015, closing a stake of 65,650 shares — an estimated $1.06M sold.

Convergence Investment Partners first reported a position in WT in Q4 2013 and held it in 2 quarters. The position peaked at $1.64M in Q4 2013. 258 funds tracked by Wall St. Rank hold WT as of Q4 2015.

  • Convergence Investment Partners reported no remaining WisdomTree position as of Q4 2015 after selling out during the quarter.
  • Convergence Investment Partners sold 65,650 WisdomTree shares in Q4 2015, an estimated $1.06M.
  • Convergence Investment Partners first reported a position in WisdomTree in Q4 2013 and held it in 2 quarters.
  • Convergence Investment Partners's WisdomTree position peaked at $1.64M in Q4 2013.
  • 258 funds tracked by Wall St. Rank held WisdomTree as of Q4 2015.

Based on Convergence Investment Partners's 13F filing for Q4 2015, filed 12 Feb 2016.