KFS
ELD icon

KMS Financial Services’s WisdomTree Emerging Markets Local Debt Fund ELD Stock Holding History

KMS Financial Services’s Portfolio ELD Stock Details ELD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-10,425
Closed -$500K – 457
2013
Q2 		$500K Buy
+10,425
New +$539K 0.14% 183

Other funds holding ELD

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CC
Curian Capital Denver, Colorado $1.35B AUM 0.33% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
SMA
Simply Money Advisors Cincinnati, Ohio $711M AUM 6.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

KMS Financial Services's ELD Position: Q3 2013 in Review

KMS Financial Services sold out of WisdomTree Emerging Markets Local Debt Fund (ELD) in Q3 2013, closing a stake of 10,425 shares — an estimated $500K sold.

KMS Financial Services first reported a position in ELD in Q2 2013 and held it in 1 quarter. The position peaked at $500K in Q2 2013. 126 funds tracked by Wall St. Rank hold ELD as of Q3 2013.

  • KMS Financial Services reported no remaining WisdomTree Emerging Markets Local Debt Fund position as of Q3 2013 after selling out during the quarter.
  • KMS Financial Services sold 10,425 WisdomTree Emerging Markets Local Debt Fund shares in Q3 2013, an estimated $500K.
  • KMS Financial Services first reported a position in WisdomTree Emerging Markets Local Debt Fund in Q2 2013 and held it in 1 quarter.
  • KMS Financial Services's WisdomTree Emerging Markets Local Debt Fund position peaked at $500K in Q2 2013.
  • 126 funds tracked by Wall St. Rank held WisdomTree Emerging Markets Local Debt Fund as of Q3 2013.

Based on KMS Financial Services's 13F filing for Q3 2013, filed 25 Oct 2013.