Jacobi Capital Management’s WisdomTree Europe Multifactor Fund EUMF Stock Holding History

Jacobi Capital Management’s Portfolio EUMF Stock Details EUMF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-85	Closed	-$3K	–	1073
2018 Q2	$3K	Sell	85 -415	-83%	-$13.1K	﹤0.01%	912
2018 Q1	$15K	Hold	500	–	–	﹤0.01%	630
2017 Q4	$16K	Sell	500 -841	-63%	-$26.7K	0.01%	595
2017 Q3	$42K	Buy	+1,341	New	+$40.8K	0.01%	370

Other funds holding EUMF

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

IFWM

Institute for Wealth Management Denver, Colorado $938M AUM 29.36% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Jacobi Capital Management's EUMF Position: Q3 2018 in Review

Jacobi Capital Management sold out of WisdomTree Europe Multifactor Fund (EUMF) in Q3 2018, closing a stake of 85 shares — an estimated $3K sold.

Jacobi Capital Management first reported a position in EUMF in Q3 2017 and held it in 4 quarters. The position peaked at $42K in Q3 2017. 6 funds tracked by Wall St. Rank hold EUMF as of Q3 2018.

Jacobi Capital Management reported no remaining WisdomTree Europe Multifactor Fund position as of Q3 2018 after selling out during the quarter.
Jacobi Capital Management sold 85 WisdomTree Europe Multifactor Fund shares in Q3 2018, an estimated $3K.
Jacobi Capital Management first reported a position in WisdomTree Europe Multifactor Fund in Q3 2017 and held it in 4 quarters.
Jacobi Capital Management's WisdomTree Europe Multifactor Fund position peaked at $42K in Q3 2017.
6 funds tracked by Wall St. Rank held WisdomTree Europe Multifactor Fund as of Q3 2018.

Based on Jacobi Capital Management's 13F filing for Q3 2018, filed 14 Nov 2018.