Kingsview Wealth Management’s WisdomTree Emerging Markets Corporate Bond Fund EMCB Stock Holding History

Kingsview Wealth Management’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
2019 Q1	–	Sell	-7,897	Closed	-$537K	–	499
2018 Q4	$537K	Sell	7,897 -848	-10%	-$57.8K	0.12%	210
2018 Q3	$602K	Sell	8,745 -3,382	-28%	-$233K	0.12%	209
2018 Q2	$838K	Sell	12,127 -8,078	-40%	-$563K	0.2%	140
2018 Q1	$1.44M	Buy	20,205 +4,100	+25%	+$296K	0.36%	79
2017 Q4	$1.18M	Buy	16,105 +8,273	+106%	+$605K	0.42%	63
2017 Q3	$572K	Buy	+7,832	New	+$567K	0.25%	127

Other funds holding EMCB

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

FCA

FinTrust Capital Advisors Greenville, South Carolina $591M AUM 26.89% 1-Year Est. Return

Kingsview Wealth Management's EMCB Position: Q1 2019 in Review

Kingsview Wealth Management sold out of WisdomTree Emerging Markets Corporate Bond Fund (EMCB) in Q1 2019, closing a stake of 7,897 shares — an estimated $537K sold.

Kingsview Wealth Management first reported a position in EMCB in Q3 2017 and held it in 6 quarters. The position peaked at $1.44M in Q1 2018. 11 funds tracked by Wall St. Rank hold EMCB as of Q1 2019.

Kingsview Wealth Management reported no remaining WisdomTree Emerging Markets Corporate Bond Fund position as of Q1 2019 after selling out during the quarter.
Kingsview Wealth Management sold 7,897 WisdomTree Emerging Markets Corporate Bond Fund shares in Q1 2019, an estimated $537K.
Kingsview Wealth Management first reported a position in WisdomTree Emerging Markets Corporate Bond Fund in Q3 2017 and held it in 6 quarters.
Kingsview Wealth Management's WisdomTree Emerging Markets Corporate Bond Fund position peaked at $1.44M in Q1 2018.
11 funds tracked by Wall St. Rank held WisdomTree Emerging Markets Corporate Bond Fund as of Q1 2019.

Based on Kingsview Wealth Management's 13F filing for Q1 2019, filed 29 Jan 2020.