IA
UBND

IFP Advisors’s WisdomTree Western Asset Unconstrained Bond Fund UBND Stock Holding History

IFP Advisors’s Portfolio UBND Stock Details UBND Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-3,199
Closed -$161K – 4367
2017
Q2 		$161K Buy
3,199
+246
+8% +$12.5K 0.01% 1253
2017
Q1 		$146K Buy
2,953
+658
+29% +$32.8K 0.01% 1281
2016
Q4 		$113K Buy
2,295
+1,265
+123% +$62.5K 0.01% 1385
2016
Q3 		$51K Buy
1,030
+199
+24% +$9.76K ﹤0.01% 1808
2016
Q2 		$40K Buy
+831
New +$39.8K ﹤0.01% 1920

IFP Advisors's UBND Position: Q3 2017 in Review

IFP Advisors sold out of WisdomTree Western Asset Unconstrained Bond Fund (UBND) in Q3 2017, closing a stake of 3,199 shares — an estimated $161K sold.

IFP Advisors first reported a position in UBND in Q2 2016 and held it in 5 quarters. The position peaked at $161K in Q2 2017. 0 funds tracked by Wall St. Rank hold UBND as of Q3 2017.

  • IFP Advisors reported no remaining WisdomTree Western Asset Unconstrained Bond Fund position as of Q3 2017 after selling out during the quarter.
  • IFP Advisors sold 3,199 WisdomTree Western Asset Unconstrained Bond Fund shares in Q3 2017, an estimated $161K.
  • IFP Advisors first reported a position in WisdomTree Western Asset Unconstrained Bond Fund in Q2 2016 and held it in 5 quarters.
  • IFP Advisors's WisdomTree Western Asset Unconstrained Bond Fund position peaked at $161K in Q2 2017.
  • 0 funds tracked by Wall St. Rank held WisdomTree Western Asset Unconstrained Bond Fund as of Q3 2017.

Based on IFP Advisors's 13F filing for Q3 2017, filed 30 Oct 2017.