GIM
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Guild Investment Management’s WisdomTree WT Stock Holding History

Guild Investment Management’s Portfolio WT Stock Details WT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-185,750
Closed -$2.3M – 48
2014
Q2 		$2.3M Buy
+185,750
New +$2.1M 2.05% 20

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KCM
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BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
PCM
Penn Capital Management Philadelphia, Pennsylvania $1.29B AUM 53.44% 1-Year Est. Return

Guild Investment Management's WT Position: Q3 2014 in Review

Guild Investment Management sold out of WisdomTree (WT) in Q3 2014, closing a stake of 185,750 shares — an estimated $2.3M sold.

Guild Investment Management first reported a position in WT in Q2 2014 and held it in 1 quarter. The position peaked at $2.3M in Q2 2014. 186 funds tracked by Wall St. Rank hold WT as of Q3 2014.

  • Guild Investment Management reported no remaining WisdomTree position as of Q3 2014 after selling out during the quarter.
  • Guild Investment Management sold 185,750 WisdomTree shares in Q3 2014, an estimated $2.3M.
  • Guild Investment Management first reported a position in WisdomTree in Q2 2014 and held it in 1 quarter.
  • Guild Investment Management's WisdomTree position peaked at $2.3M in Q2 2014.
  • 186 funds tracked by Wall St. Rank held WisdomTree as of Q3 2014.

Based on Guild Investment Management's 13F filing for Q3 2014, filed 23 Oct 2014.