KTC
CEW

Kistler-Tiffany Companies’s WisdomTree Emerging Currency Strategy Fund CEW Stock Holding History

Kistler-Tiffany Companies’s Portfolio CEW Stock Details CEW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-433
Closed -$9K – 568
2013
Q2 		$9K Buy
+433
New +$9.01K 0.01% 426

Other funds holding CEW

WBG
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IA
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IWC
Integrated Wealth Counsel Carmel, California $46.5M AUM 7.34% 1-Year Est. Return
M
MOTCO San Antonio, Texas $1.08B AUM 20.09% 1-Year Est. Return
NHFG
New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
3AM
3D Asset Management Hartford, Connecticut $360M AUM 1.09% 1-Year Est. Return
PAS
Partnervest Advisory Services Santa Barbara, California $315M AUM 21.3% 1-Year Est. Return

Kistler-Tiffany Companies's CEW Position: Q3 2013 in Review

Kistler-Tiffany Companies sold out of WisdomTree Emerging Currency Strategy Fund (CEW) in Q3 2013, closing a stake of 433 shares — an estimated $9K sold.

Kistler-Tiffany Companies first reported a position in CEW in Q2 2013 and held it in 1 quarter. The position peaked at $9K in Q2 2013. 39 funds tracked by Wall St. Rank hold CEW as of Q3 2013.

  • Kistler-Tiffany Companies reported no remaining WisdomTree Emerging Currency Strategy Fund position as of Q3 2013 after selling out during the quarter.
  • Kistler-Tiffany Companies sold 433 WisdomTree Emerging Currency Strategy Fund shares in Q3 2013, an estimated $9K.
  • Kistler-Tiffany Companies first reported a position in WisdomTree Emerging Currency Strategy Fund in Q2 2013 and held it in 1 quarter.
  • Kistler-Tiffany Companies's WisdomTree Emerging Currency Strategy Fund position peaked at $9K in Q2 2013.
  • 39 funds tracked by Wall St. Rank held WisdomTree Emerging Currency Strategy Fund as of Q3 2013.

Based on Kistler-Tiffany Companies's 13F filing for Q3 2013, filed 12 Nov 2013.