MIM
CEW

Macroview Investment Management’s WisdomTree Emerging Currency Strategy Fund CEW Stock Holding History

Macroview Investment Management’s Portfolio CEW Stock Details CEW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-1,000
Closed -$20K – 223
2013
Q2 		$20K Buy
+1,000
New +$20.8K 0.02% 55

Other funds holding CEW

WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IWC
Integrated Wealth Counsel Carmel, California $46.5M AUM 7.34% 1-Year Est. Return
M
MOTCO San Antonio, Texas $1.08B AUM 20.09% 1-Year Est. Return
NHFG
New Harbor Financial Group Worcester, Massachusetts $567M AUM 41.38% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
3AM
3D Asset Management Hartford, Connecticut $360M AUM 1.09% 1-Year Est. Return
PAS
Partnervest Advisory Services Santa Barbara, California $315M AUM 21.3% 1-Year Est. Return

Macroview Investment Management's CEW Position: Q3 2013 in Review

Macroview Investment Management sold out of WisdomTree Emerging Currency Strategy Fund (CEW) in Q3 2013, closing a stake of 1,000 shares — an estimated $20K sold.

Macroview Investment Management first reported a position in CEW in Q2 2013 and held it in 1 quarter. The position peaked at $20K in Q2 2013. 39 funds tracked by Wall St. Rank hold CEW as of Q3 2013.

  • Macroview Investment Management reported no remaining WisdomTree Emerging Currency Strategy Fund position as of Q3 2013 after selling out during the quarter.
  • Macroview Investment Management sold 1,000 WisdomTree Emerging Currency Strategy Fund shares in Q3 2013, an estimated $20K.
  • Macroview Investment Management first reported a position in WisdomTree Emerging Currency Strategy Fund in Q2 2013 and held it in 1 quarter.
  • Macroview Investment Management's WisdomTree Emerging Currency Strategy Fund position peaked at $20K in Q2 2013.
  • 39 funds tracked by Wall St. Rank held WisdomTree Emerging Currency Strategy Fund as of Q3 2013.

Based on Macroview Investment Management's 13F filing for Q3 2013, filed 31 Oct 2013.