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Cornerstone Financial Partners’s WisdomTree Emerging Markets Local Debt Fund ELD Stock Holding History

Cornerstone Financial Partners’s Portfolio ELD Stock Details ELD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-10,869
Closed -$420K – 132
2017
Q3 		$420K Buy
10,869
+1,342
+14% +$51.9K 0.16% 83
2017
Q2 		$363K Buy
9,527
+519
+6% +$19.7K 0.14% 91
2017
Q1 		$337K Buy
+9,008
New +$332K 0.11% 114

Other funds holding ELD

CLOS
Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $9.25B AUM 27.04% 1-Year Est. Return
CIR
Clear Investment Research Alpharetta, Georgia $63.9M AUM 11.37% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SIAM
Sterling Investment Advisors (Missouri) Bolivar, Missouri $223M AUM 15.6% 1-Year Est. Return
OIA
Optimum Investment Advisors Chicago, Illinois $252M AUM 26.44% 1-Year Est. Return
LS
Lattice Strategies Wayne, Pennsylvania $109M AUM 3.52% 1-Year Est. Return
MFP
Mosaic Financial Partners San Francisco, California $152M AUM 1.45% 1-Year Est. Return

Cornerstone Financial Partners's ELD Position: Q4 2017 in Review

Cornerstone Financial Partners sold out of WisdomTree Emerging Markets Local Debt Fund (ELD) in Q4 2017, closing a stake of 10,869 shares — an estimated $420K sold.

Cornerstone Financial Partners first reported a position in ELD in Q1 2017 and held it in 3 quarters. The position peaked at $420K in Q3 2017. 74 funds tracked by Wall St. Rank hold ELD as of Q4 2017.

  • Cornerstone Financial Partners reported no remaining WisdomTree Emerging Markets Local Debt Fund position as of Q4 2017 after selling out during the quarter.
  • Cornerstone Financial Partners sold 10,869 WisdomTree Emerging Markets Local Debt Fund shares in Q4 2017, an estimated $420K.
  • Cornerstone Financial Partners first reported a position in WisdomTree Emerging Markets Local Debt Fund in Q1 2017 and held it in 3 quarters.
  • Cornerstone Financial Partners's WisdomTree Emerging Markets Local Debt Fund position peaked at $420K in Q3 2017.
  • 74 funds tracked by Wall St. Rank held WisdomTree Emerging Markets Local Debt Fund as of Q4 2017.

Based on Cornerstone Financial Partners's 13F filing for Q4 2017, filed 22 Jan 2018.