LC
OPPE

LCNB Corp’s WisdomTree European Opportunities Fund OPPE Stock Holding History

LCNB Corp’s Portfolio OPPE Stock Details OPPE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-10,092
Closed -$306K – 140
2018
Q3 		$306K Buy
+10,092
New +$308K 0.22% 108

Other funds holding OPPE

JCM
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return
WMG
WESCAP Management Group Glendale, California $508M AUM 18.98% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $12.4B AUM 17.21% 1-Year Est. Return

LCNB Corp's OPPE Position: Q4 2018 in Review

LCNB Corp sold out of WisdomTree European Opportunities Fund (OPPE) in Q4 2018, closing a stake of 10,092 shares — an estimated $306K sold.

LCNB Corp first reported a position in OPPE in Q3 2018 and held it in 1 quarter. The position peaked at $306K in Q3 2018. 31 funds tracked by Wall St. Rank hold OPPE as of Q4 2018.

  • LCNB Corp reported no remaining WisdomTree European Opportunities Fund position as of Q4 2018 after selling out during the quarter.
  • LCNB Corp sold 10,092 WisdomTree European Opportunities Fund shares in Q4 2018, an estimated $306K.
  • LCNB Corp first reported a position in WisdomTree European Opportunities Fund in Q3 2018 and held it in 1 quarter.
  • LCNB Corp's WisdomTree European Opportunities Fund position peaked at $306K in Q3 2018.
  • 31 funds tracked by Wall St. Rank held WisdomTree European Opportunities Fund as of Q4 2018.

Based on LCNB Corp's 13F filing for Q4 2018, filed 19 Feb 2019.