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

Founders 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
2014 Q4	$71K	Hold	1,695	–	–	0.04%	161
2014 Q3	$76K	Sell	1,695 -681	-29%	-$31.9K	0.04%	156
2014 Q2	$113K	Buy	2,376 +507	+27%	+$23.7K	0.06%	130
2014 Q1	$86K	Sell	1,869 -352	-16%	-$15.8K	0.05%	135
2013 Q4	$98K	Sell	2,221 -348	-14%	-$16.4K	0.06%	126
2013 Q3	$121K	Sell	2,569 -22	-0.8%	-$1.04K	0.06%	106
2013 Q2	$124K	Buy	+2,591	New	+$134K	0.07%	99

Other funds holding ELD

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

USAA

United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return

CFA

Capstone Financial Advisors Downers Grove, Illinois $2.05B AUM 19.29% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

TAT

TD Ameritrade Trust Denver, Colorado $285M AUM 0.17% 1-Year Est. Return

Founders Bank & Trust's ELD Position: Q4 2014 in Review

Founders Bank & Trust held its WisdomTree Emerging Markets Local Debt Fund (ELD) position steady in Q4 2014 at 1,695 shares worth $71K. The position accounts for 0.04% of the portfolio, ranked #161.

Founders Bank & Trust first reported a position in ELD in Q2 2013 and has held it in 7 quarters since. The position peaked at $124K in Q2 2013. 110 funds tracked by Wall St. Rank hold ELD as of Q4 2014.

Founders Bank & Trust held 1,695 shares of WisdomTree Emerging Markets Local Debt Fund worth $71K as of Q4 2014.
Founders Bank & Trust left its WisdomTree Emerging Markets Local Debt Fund share count unchanged in Q4 2014.
WisdomTree Emerging Markets Local Debt Fund made up 0.04% of Founders Bank & Trust's portfolio in Q4 2014, its #161 holding.
Founders Bank & Trust first reported a position in WisdomTree Emerging Markets Local Debt Fund in Q2 2013 and has held it in 7 quarters since.
Founders Bank & Trust's WisdomTree Emerging Markets Local Debt Fund position peaked at $124K in Q2 2013.
110 funds tracked by Wall St. Rank held WisdomTree Emerging Markets Local Debt Fund as of Q4 2014.

Based on Founders Bank & Trust's 13F filing for Q4 2014, filed 9 Feb 2015.