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Lombard Odier & Cie (Bahamas)’s WisdomTree Emerging Markets Local Debt Fund ELD Stock Holding History

Lombard Odier & Cie (Bahamas)’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
2014
Q1 		– Sell
-6,200
Closed -$285K – 114
2013
Q4 		$285K Buy
+6,200
New +$292K 0.11% 60

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CC
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Morgan Stanley
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CFA
Capstone Financial Advisors Downers Grove, Illinois $1.86B AUM 15.98% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 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
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Lombard Odier & Cie (Bahamas)'s ELD Position: Q1 2014 in Review

Lombard Odier & Cie (Bahamas) sold out of WisdomTree Emerging Markets Local Debt Fund (ELD) in Q1 2014, closing a stake of 6,200 shares — an estimated $285K sold.

Lombard Odier & Cie (Bahamas) first reported a position in ELD in Q4 2013 and held it in 1 quarter. The position peaked at $285K in Q4 2013. 125 funds tracked by Wall St. Rank hold ELD as of Q1 2014.

  • Lombard Odier & Cie (Bahamas) reported no remaining WisdomTree Emerging Markets Local Debt Fund position as of Q1 2014 after selling out during the quarter.
  • Lombard Odier & Cie (Bahamas) sold 6,200 WisdomTree Emerging Markets Local Debt Fund shares in Q1 2014, an estimated $285K.
  • Lombard Odier & Cie (Bahamas) first reported a position in WisdomTree Emerging Markets Local Debt Fund in Q4 2013 and held it in 1 quarter.
  • Lombard Odier & Cie (Bahamas)'s WisdomTree Emerging Markets Local Debt Fund position peaked at $285K in Q4 2013.
  • 125 funds tracked by Wall St. Rank held WisdomTree Emerging Markets Local Debt Fund as of Q1 2014.

Based on Lombard Odier & Cie (Bahamas)'s 13F filing for Q1 2014, filed 14 Aug 2014.