CCS
RESP

Crosspoint Capital Strategies’s WisdomTree U.S. ESG Fund RESP Stock Holding History

Crosspoint Capital Strategies’s Portfolio RESP Stock Details RESP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-717
Closed -$18K – 872
2015
Q4 		$18K Buy
+717
New +$17.2K ﹤0.01% 613

Other funds holding RESP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
IAA
Ironsides Asset Advisors Rocky Mount, North Carolina $399M AUM 13.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MHS
M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Crosspoint Capital Strategies's RESP Position: Q1 2016 in Review

Crosspoint Capital Strategies sold out of WisdomTree U.S. ESG Fund (RESP) in Q1 2016, closing a stake of 717 shares — an estimated $18K sold.

Crosspoint Capital Strategies first reported a position in RESP in Q4 2015 and held it in 1 quarter. The position peaked at $18K in Q4 2015. 23 funds tracked by Wall St. Rank hold RESP as of Q1 2016.

  • Crosspoint Capital Strategies reported no remaining WisdomTree U.S. ESG Fund position as of Q1 2016 after selling out during the quarter.
  • Crosspoint Capital Strategies sold 717 WisdomTree U.S. ESG Fund shares in Q1 2016, an estimated $18K.
  • Crosspoint Capital Strategies first reported a position in WisdomTree U.S. ESG Fund in Q4 2015 and held it in 1 quarter.
  • Crosspoint Capital Strategies's WisdomTree U.S. ESG Fund position peaked at $18K in Q4 2015.
  • 23 funds tracked by Wall St. Rank held WisdomTree U.S. ESG Fund as of Q1 2016.

Based on Crosspoint Capital Strategies's 13F filing for Q1 2016, filed 16 May 2016.