LPL Financial
CCXE

LPL Financial’s WISDOMTREE COMMODITY COUNTRY EQUITY FND (DE) CCXE Stock Holding History

LPL Financial’s Portfolio CCXE Stock Details CCXE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-6,786
Closed -$213K – 2775
2013
Q3 		$213K Buy
+6,786
New +$199K ﹤0.01% 2279

Other funds holding CCXE

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
MFS
MSI Financial Services Springfield, Massachusetts $3.07B AUM 10.22% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

LPL Financial's CCXE Position: Q4 2013 in Review

LPL Financial sold out of WISDOMTREE COMMODITY COUNTRY EQUITY FND (DE) (CCXE) in Q4 2013, closing a stake of 6,786 shares — an estimated $213K sold.

LPL Financial first reported a position in CCXE in Q3 2013 and held it in 1 quarter. The position peaked at $213K in Q3 2013. 9 funds tracked by Wall St. Rank hold CCXE as of Q4 2013.

  • LPL Financial reported no remaining WISDOMTREE COMMODITY COUNTRY EQUITY FND (DE) position as of Q4 2013 after selling out during the quarter.
  • LPL Financial sold 6,786 WISDOMTREE COMMODITY COUNTRY EQUITY FND (DE) shares in Q4 2013, an estimated $213K.
  • LPL Financial first reported a position in WISDOMTREE COMMODITY COUNTRY EQUITY FND (DE) in Q3 2013 and held it in 1 quarter.
  • LPL Financial's WISDOMTREE COMMODITY COUNTRY EQUITY FND (DE) position peaked at $213K in Q3 2013.
  • 9 funds tracked by Wall St. Rank held WISDOMTREE COMMODITY COUNTRY EQUITY FND (DE) as of Q4 2013.

Based on LPL Financial's 13F filing for Q4 2013, filed 13 Feb 2014.