HL Financial Services’s WisdomTree Emerging Markets Corporate Bond Fund EMCB Stock Holding History

HL Financial Services’s Portfolio EMCB Stock Details EMCB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-7,496	Closed	-$545K	–	698
2017 Q4	$545K	Buy	7,496 +1,604	+27%	+$117K	0.01%	413
2017 Q3	$430K	Buy	5,892 +1,128	+24%	+$81.7K	0.01%	515
2017 Q2	$340K	Buy	4,764 +222	+5%	+$16K	0.01%	554
2017 Q1	$325K	Buy	4,542 +665	+17%	+$47.2K	0.01%	543
2016 Q4	$270K	Buy	+3,877	New	+$272K	0.01%	579

Other funds holding EMCB

WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

KWM

Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

HL Financial Services's EMCB Position: Q1 2018 in Review

HL Financial Services sold out of WisdomTree Emerging Markets Corporate Bond Fund (EMCB) in Q1 2018, closing a stake of 7,496 shares — an estimated $545K sold.

HL Financial Services first reported a position in EMCB in Q4 2016 and held it in 5 quarters. The position peaked at $545K in Q4 2017. 18 funds tracked by Wall St. Rank hold EMCB as of Q1 2018.

HL Financial Services reported no remaining WisdomTree Emerging Markets Corporate Bond Fund position as of Q1 2018 after selling out during the quarter.
HL Financial Services sold 7,496 WisdomTree Emerging Markets Corporate Bond Fund shares in Q1 2018, an estimated $545K.
HL Financial Services first reported a position in WisdomTree Emerging Markets Corporate Bond Fund in Q4 2016 and held it in 5 quarters.
HL Financial Services's WisdomTree Emerging Markets Corporate Bond Fund position peaked at $545K in Q4 2017.
18 funds tracked by Wall St. Rank held WisdomTree Emerging Markets Corporate Bond Fund as of Q1 2018.

Based on HL Financial Services's 13F filing for Q1 2018, filed 2 May 2018.