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Crestwood Advisors Group’s WisdomTree Emerging Markets Local Debt Fund ELD Stock Holding History

Crestwood Advisors Group’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
2014
Q1 		– Sell
-4,861
Closed -$224K – 125
2013
Q4 		$224K Sell
4,861
-3,729
-43% -$176K 0.04% 115
2013
Q3 		$404K Sell
8,590
-633,552
-99% -$29.9M 0.07% 81
2013
Q2 		$30.8M Buy
+642,142
New +$33.2M 5.71% 2

Other funds holding ELD

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CC
Curian Capital Denver, Colorado $1.35B AUM 0.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CFA
Capstone Financial Advisors Downers Grove, Illinois $1.86B AUM 15.98% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
SMA
Simply Money Advisors Cincinnati, Ohio $711M AUM 6.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Crestwood Advisors Group's ELD Position: Q1 2014 in Review

Crestwood Advisors Group sold out of WisdomTree Emerging Markets Local Debt Fund (ELD) in Q1 2014, closing a stake of 4,861 shares — an estimated $224K sold.

Crestwood Advisors Group first reported a position in ELD in Q2 2013 and held it in 3 quarters. The position peaked at $30.8M in Q2 2013. 125 funds tracked by Wall St. Rank hold ELD as of Q1 2014.

  • Crestwood Advisors Group reported no remaining WisdomTree Emerging Markets Local Debt Fund position as of Q1 2014 after selling out during the quarter.
  • Crestwood Advisors Group sold 4,861 WisdomTree Emerging Markets Local Debt Fund shares in Q1 2014, an estimated $224K.
  • Crestwood Advisors Group first reported a position in WisdomTree Emerging Markets Local Debt Fund in Q2 2013 and held it in 3 quarters.
  • Crestwood Advisors Group's WisdomTree Emerging Markets Local Debt Fund position peaked at $30.8M in Q2 2013.
  • 125 funds tracked by Wall St. Rank held WisdomTree Emerging Markets Local Debt Fund as of Q1 2014.

Based on Crestwood Advisors Group's 13F filing for Q1 2014, filed 14 Apr 2014.