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Gemmer Asset Management’s WisdomTree True Developed International Fund DOL Stock Holding History

Gemmer Asset Management’s Portfolio DOL Stock Details DOL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-100
Closed -$5K – 1438
2014
Q1 		$5K Buy
+100
New +$5.12K ﹤0.01% 863

Other funds holding DOL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
CIC
Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return
FBNAT
FirstMerit Bank N.A. Trustee Akron, Ohio $1.24B AUM 5.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Gemmer Asset Management's DOL Position: Q2 2014 in Review

Gemmer Asset Management sold out of WisdomTree True Developed International Fund (DOL) in Q2 2014, closing a stake of 100 shares — an estimated $5K sold.

Gemmer Asset Management first reported a position in DOL in Q1 2014 and held it in 1 quarter. The position peaked at $5K in Q1 2014. 51 funds tracked by Wall St. Rank hold DOL as of Q2 2014.

  • Gemmer Asset Management reported no remaining WisdomTree True Developed International Fund position as of Q2 2014 after selling out during the quarter.
  • Gemmer Asset Management sold 100 WisdomTree True Developed International Fund shares in Q2 2014, an estimated $5K.
  • Gemmer Asset Management first reported a position in WisdomTree True Developed International Fund in Q1 2014 and held it in 1 quarter.
  • Gemmer Asset Management's WisdomTree True Developed International Fund position peaked at $5K in Q1 2014.
  • 51 funds tracked by Wall St. Rank held WisdomTree True Developed International Fund as of Q2 2014.

Based on Gemmer Asset Management's 13F filing for Q2 2014, filed 13 Aug 2014.