First Washington Corp’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History

First Washington Corp’s Portfolio AIVL Stock Details AIVL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q1	–	Sell	-282	Closed	-$19K	–	121
2013 Q4	$19K	Hold	282	–	–	0.01%	109
2013 Q3	$18K	Hold	282	–	–	0.01%	86
2013 Q2	$18K	Buy	+282	New	+$17.8K	0.01%	89

Other funds holding AIVL

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JWM

Jacobus Wealth Management Milwaukee, Wisconsin $382M AUM 16.31% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

NFG

Nadler Financial Group Deerfield, Illinois $1.04B AUM 19.04% 1-Year Est. Return

ODCM

Old Dominion Capital Management Charlottesville, Virginia $467M AUM 25.94% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

HCP

Holt Capital Partners Fort Worth, Texas $742M AUM 18.42% 1-Year Est. Return

First Washington Corp's AIVL Position: Q1 2014 in Review

First Washington Corp sold out of WisdomTree US AI Enhanced Value Fund (AIVL) in Q1 2014, closing a stake of 282 shares — an estimated $19K sold.

First Washington Corp first reported a position in AIVL in Q2 2013 and held it in 3 quarters. The position peaked at $19K in Q4 2013. 104 funds tracked by Wall St. Rank hold AIVL as of Q1 2014.

First Washington Corp reported no remaining WisdomTree US AI Enhanced Value Fund position as of Q1 2014 after selling out during the quarter.
First Washington Corp sold 282 WisdomTree US AI Enhanced Value Fund shares in Q1 2014, an estimated $19K.
First Washington Corp first reported a position in WisdomTree US AI Enhanced Value Fund in Q2 2013 and held it in 3 quarters.
First Washington Corp's WisdomTree US AI Enhanced Value Fund position peaked at $19K in Q4 2013.
104 funds tracked by Wall St. Rank held WisdomTree US AI Enhanced Value Fund as of Q1 2014.

Based on First Washington Corp's 13F filing for Q1 2014, filed 5 May 2014.