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Crosspoint Capital Strategies’s WisdomTree Emerging Markets Local Debt Fund ELD Stock Holding History

Crosspoint Capital Strategies’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
2015
Q4 		– Sell
-825
Closed -$29K – 1057
2015
Q3 		$29K Buy
+825
New +$30.3K 0.03% 307
2014
Q2 		– Sell
-690
Closed -$32K – 549
2014
Q1 		$32K Buy
690
+185
+37% +$8.32K 0.01% 309
2013
Q4 		$23K Buy
+505
New +$23.8K 0.01% 338

Other funds holding ELD

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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
PA
Paracle Advisors Mercer Island, Washington $551M AUM 50.34% 1-Year Est. Return
TAT
TD Ameritrade Trust Denver, Colorado $285M AUM 0.17% 1-Year Est. Return

Crosspoint Capital Strategies's ELD Position: Q4 2015 in Review

Crosspoint Capital Strategies sold out of WisdomTree Emerging Markets Local Debt Fund (ELD) in Q4 2015, closing a stake of 825 shares — an estimated $29K sold.

Crosspoint Capital Strategies first reported a position in ELD in Q4 2013 and held it in 3 quarters. The position peaked at $32K in Q1 2014. 82 funds tracked by Wall St. Rank hold ELD as of Q4 2015.

  • Crosspoint Capital Strategies reported no remaining WisdomTree Emerging Markets Local Debt Fund position as of Q4 2015 after selling out during the quarter.
  • Crosspoint Capital Strategies sold 825 WisdomTree Emerging Markets Local Debt Fund shares in Q4 2015, an estimated $29K.
  • Crosspoint Capital Strategies first reported a position in WisdomTree Emerging Markets Local Debt Fund in Q4 2013 and held it in 3 quarters.
  • Crosspoint Capital Strategies's WisdomTree Emerging Markets Local Debt Fund position peaked at $32K in Q1 2014.
  • 82 funds tracked by Wall St. Rank held WisdomTree Emerging Markets Local Debt Fund as of Q4 2015.

Based on Crosspoint Capital Strategies's 13F filing for Q4 2015, filed 16 Feb 2016.