Kistler-Tiffany Companies’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History

Kistler-Tiffany Companies’s Portfolio EES Stock Details EES Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-763	Closed	-$25K	–	548
2017 Q2	$25K	Buy	763 +2	+0.3%	+$65	0.01%	332
2017 Q1	$25K	Buy	761 +2	+0.3%	+$64	0.01%	319
2016 Q4	$25K	Buy	759 +3	+0.4%	+$90	0.01%	328
2016 Q3	$21K	Hold	756	–	–	0.01%	359
2016 Q2	$20K	Buy	756 +3	+0.4%	+$78	0.01%	357
2016 Q1	$19K	Hold	753	–	–	0.01%	360
2015 Q4	$19K	Buy	753 +3	+0.4%	+$78	0.01%	379
2015 Q3	$18K	Buy	750 +3	+0.4%	+$79	0.01%	372
2015 Q2	$21K	Buy	747 +3	+0.4%	+$85	0.01%	376
2015 Q1	$21K	Buy	744 +3	+0.4%	+$82	0.01%	353
2014 Q4	$20K	Buy	741 +360	+94%	+$9.55K	0.01%	359
2014 Q3	$10K	Hold	381	–	–	0.01%	443
2014 Q2	$10K	Buy	+381	New	+$10.2K	0.01%	435

Other funds holding EES

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

3AM

3D Asset Management Hartford, Connecticut $360M AUM 1.09% 1-Year Est. Return

SWM

SVA Wealth Management Madison, Wisconsin $1.15B AUM 22.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

CIC

Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return

Kistler-Tiffany Companies's EES Position: Q3 2017 in Review

Kistler-Tiffany Companies sold out of WisdomTree US SmallCap Earnings Fund (EES) in Q3 2017, closing a stake of 763 shares — an estimated $25K sold.

Kistler-Tiffany Companies first reported a position in EES in Q2 2014 and held it in 13 quarters. The position peaked at $25K in Q2 2017. 67 funds tracked by Wall St. Rank hold EES as of Q3 2017.

Kistler-Tiffany Companies reported no remaining WisdomTree US SmallCap Earnings Fund position as of Q3 2017 after selling out during the quarter.
Kistler-Tiffany Companies sold 763 WisdomTree US SmallCap Earnings Fund shares in Q3 2017, an estimated $25K.
Kistler-Tiffany Companies first reported a position in WisdomTree US SmallCap Earnings Fund in Q2 2014 and held it in 13 quarters.
Kistler-Tiffany Companies's WisdomTree US SmallCap Earnings Fund position peaked at $25K in Q2 2017.
67 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q3 2017.

Based on Kistler-Tiffany Companies's 13F filing for Q3 2017, filed 19 Oct 2017.