First Citizens Bank & Trust’s WisdomTree Emerging Markets Local Debt Fund ELD Stock Holding History

First Citizens Bank & Trust’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 Q1	–	Sell	-9,978	Closed	-$357K	–	494
2016 Q4	$357K	Buy	+9,978	New	+$364K	0.04%	289
2015 Q1	–	Sell	-7,000	Closed	-$291K	–	391
2014 Q4	$291K	Buy	+7,000	New	+$306K	0.02%	272

Other funds holding ELD

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

CIR

Clear Investment Research Alpharetta, Georgia $63.9M AUM 11.37% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Paracle Advisors Mercer Island, Washington $551M AUM 50.34% 1-Year Est. Return

CLOS

Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $8.13B AUM 26.03% 1-Year Est. Return

SIAM

Sterling Investment Advisors (Missouri) Bolivar, Missouri $223M AUM 15.6% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

OIA

Optimum Investment Advisors Chicago, Illinois $252M AUM 26.44% 1-Year Est. Return

First Citizens Bank & Trust's ELD Position: Q1 2017 in Review

First Citizens Bank & Trust sold out of WisdomTree Emerging Markets Local Debt Fund (ELD) in Q1 2017, closing a stake of 9,978 shares — an estimated $357K sold.

First Citizens Bank & Trust first reported a position in ELD in Q4 2014 and held it in 2 quarters. The position peaked at $357K in Q4 2016. 71 funds tracked by Wall St. Rank hold ELD as of Q1 2017.

First Citizens Bank & Trust reported no remaining WisdomTree Emerging Markets Local Debt Fund position as of Q1 2017 after selling out during the quarter.
First Citizens Bank & Trust sold 9,978 WisdomTree Emerging Markets Local Debt Fund shares in Q1 2017, an estimated $357K.
First Citizens Bank & Trust first reported a position in WisdomTree Emerging Markets Local Debt Fund in Q4 2014 and held it in 2 quarters.
First Citizens Bank & Trust's WisdomTree Emerging Markets Local Debt Fund position peaked at $357K in Q4 2016.
71 funds tracked by Wall St. Rank held WisdomTree Emerging Markets Local Debt Fund as of Q1 2017.

Based on First Citizens Bank & Trust's 13F filing for Q1 2017, filed 25 Apr 2017.