Envestnet Asset Management
CU

Envestnet Asset Management’s FIRST TRUST ISE GLOBAL COPPER INDEX FD CU Stock Holding History

Envestnet Asset Management’s Portfolio CU Stock Details CU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-76
Closed -$2K – 2550
2013
Q2 		$2K Buy
+76
New +$1.78K ﹤0.01% 2149

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Jane Street
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return

Envestnet Asset Management's CU Position: Q3 2013 in Review

Envestnet Asset Management sold out of FIRST TRUST ISE GLOBAL COPPER INDEX FD (CU) in Q3 2013, closing a stake of 76 shares — an estimated $2K sold.

Envestnet Asset Management first reported a position in CU in Q2 2013 and held it in 1 quarter. The position peaked at $2K in Q2 2013. 16 funds tracked by Wall St. Rank hold CU as of Q3 2013.

  • Envestnet Asset Management reported no remaining FIRST TRUST ISE GLOBAL COPPER INDEX FD position as of Q3 2013 after selling out during the quarter.
  • Envestnet Asset Management sold 76 FIRST TRUST ISE GLOBAL COPPER INDEX FD shares in Q3 2013, an estimated $2K.
  • Envestnet Asset Management first reported a position in FIRST TRUST ISE GLOBAL COPPER INDEX FD in Q2 2013 and held it in 1 quarter.
  • Envestnet Asset Management's FIRST TRUST ISE GLOBAL COPPER INDEX FD position peaked at $2K in Q2 2013.
  • 16 funds tracked by Wall St. Rank held FIRST TRUST ISE GLOBAL COPPER INDEX FD as of Q3 2013.

Based on Envestnet Asset Management's 13F filing for Q3 2013, filed 12 Nov 2013.