JCM
CYB

Jacobi Capital Management’s WisdomTree Chinese Yuan Strategy Fund CYB Stock Holding History

Jacobi Capital Management’s Portfolio CYB Stock Details CYB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-25
Closed -$1K – 1492
2020
Q4 		$1K Buy
+25
New +$674 ﹤0.01% 1290

Other funds holding CYB

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
APA
American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CG
Cutler Group San Francisco, California $307M AUM 45.11% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Jacobi Capital Management's CYB Position: Q1 2021 in Review

Jacobi Capital Management sold out of WisdomTree Chinese Yuan Strategy Fund (CYB) in Q1 2021, closing a stake of 25 shares — an estimated $1K sold.

Jacobi Capital Management first reported a position in CYB in Q4 2020 and held it in 1 quarter. The position peaked at $1K in Q4 2020. 14 funds tracked by Wall St. Rank hold CYB as of Q1 2021.

  • Jacobi Capital Management reported no remaining WisdomTree Chinese Yuan Strategy Fund position as of Q1 2021 after selling out during the quarter.
  • Jacobi Capital Management sold 25 WisdomTree Chinese Yuan Strategy Fund shares in Q1 2021, an estimated $1K.
  • Jacobi Capital Management first reported a position in WisdomTree Chinese Yuan Strategy Fund in Q4 2020 and held it in 1 quarter.
  • Jacobi Capital Management's WisdomTree Chinese Yuan Strategy Fund position peaked at $1K in Q4 2020.
  • 14 funds tracked by Wall St. Rank held WisdomTree Chinese Yuan Strategy Fund as of Q1 2021.

Based on Jacobi Capital Management's 13F filing for Q1 2021, filed 11 May 2021.