Flagship Harbor Advisors’s WisdomTree Emerging Currency Strategy Fund CEW Stock Holding History

Flagship Harbor Advisors’s Portfolio CEW Stock Details CEW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-138	Closed	-$2K	–	2073
2018 Q2	$2K	Buy	+138	New	+$2.65K	﹤0.01%	1835

Other funds holding CEW

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

3AM

3D Asset Management Hartford, Connecticut $360M AUM 1.09% 1-Year Est. Return

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

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BBPWM

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return

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

FIB

First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return

Flagship Harbor Advisors's CEW Position: Q3 2018 in Review

Flagship Harbor Advisors sold out of WisdomTree Emerging Currency Strategy Fund (CEW) in Q3 2018, closing a stake of 138 shares — an estimated $2K sold.

Flagship Harbor Advisors first reported a position in CEW in Q2 2018 and held it in 1 quarter. The position peaked at $2K in Q2 2018. 19 funds tracked by Wall St. Rank hold CEW as of Q3 2018.

Flagship Harbor Advisors reported no remaining WisdomTree Emerging Currency Strategy Fund position as of Q3 2018 after selling out during the quarter.
Flagship Harbor Advisors sold 138 WisdomTree Emerging Currency Strategy Fund shares in Q3 2018, an estimated $2K.
Flagship Harbor Advisors first reported a position in WisdomTree Emerging Currency Strategy Fund in Q2 2018 and held it in 1 quarter.
Flagship Harbor Advisors's WisdomTree Emerging Currency Strategy Fund position peaked at $2K in Q2 2018.
19 funds tracked by Wall St. Rank held WisdomTree Emerging Currency Strategy Fund as of Q3 2018.

Based on Flagship Harbor Advisors's 13F filing for Q3 2018, filed 5 Nov 2018.