FBT
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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

VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
CFA
Capstone Financial Advisors Downers Grove, Illinois $1.86B AUM 15.98% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
TAT
TD Ameritrade Trust Denver, Colorado $285M AUM 0.17% 1-Year Est. Return