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Founders Financial Securities’s WisdomTree Emerging Markets Local Debt Fund ELD Stock Holding History

Founders Financial Securities’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
Q1 		– Sell
-21,125
Closed -$972K – 69
2013
Q4 		$972K Buy
+21,125
New +$994K 0.82% 29

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CFA
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MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
SMA
Simply Money Advisors Cincinnati, Ohio $711M AUM 6.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Founders Financial Securities's ELD Position: Q1 2014 in Review

Founders Financial Securities sold out of WisdomTree Emerging Markets Local Debt Fund (ELD) in Q1 2014, closing a stake of 21,125 shares — an estimated $972K sold.

Founders Financial Securities first reported a position in ELD in Q4 2013 and held it in 1 quarter. The position peaked at $972K in Q4 2013. 125 funds tracked by Wall St. Rank hold ELD as of Q1 2014.

  • Founders Financial Securities reported no remaining WisdomTree Emerging Markets Local Debt Fund position as of Q1 2014 after selling out during the quarter.
  • Founders Financial Securities sold 21,125 WisdomTree Emerging Markets Local Debt Fund shares in Q1 2014, an estimated $972K.
  • Founders Financial Securities first reported a position in WisdomTree Emerging Markets Local Debt Fund in Q4 2013 and held it in 1 quarter.
  • Founders Financial Securities's WisdomTree Emerging Markets Local Debt Fund position peaked at $972K in Q4 2013.
  • 125 funds tracked by Wall St. Rank held WisdomTree Emerging Markets Local Debt Fund as of Q1 2014.

Based on Founders Financial Securities's 13F filing for Q1 2014, filed 14 May 2014.