MCIA
DEM icon

Mountain Capital Investment Advisors’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Mountain Capital Investment Advisors’s Portfolio DEM Stock Details DEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-300
Closed -$13K – 124
2017
Q3 		$13K Hold
300
– – 0.01% 237
2017
Q2 		$12K Buy
+300
New +$12.3K 0.01% 275

Other funds holding DEM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FFW
Fusion Family Wealth Woodbury, New York $1.34B AUM 18.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $1.86B AUM 20.41% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
CC
Cornerstone Capital Palo Alto, California $1B AUM 21.47% 1-Year Est. Return

Mountain Capital Investment Advisors's DEM Position: Q4 2017 in Review

Mountain Capital Investment Advisors sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q4 2017, closing a stake of 300 shares — an estimated $13K sold.

Mountain Capital Investment Advisors first reported a position in DEM in Q2 2017 and held it in 2 quarters. The position peaked at $13K in Q3 2017. 226 funds tracked by Wall St. Rank hold DEM as of Q4 2017.

  • Mountain Capital Investment Advisors reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q4 2017 after selling out during the quarter.
  • Mountain Capital Investment Advisors sold 300 WisdomTree Emerging Markets High Dividend Fund shares in Q4 2017, an estimated $13K.
  • Mountain Capital Investment Advisors first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q2 2017 and held it in 2 quarters.
  • Mountain Capital Investment Advisors's WisdomTree Emerging Markets High Dividend Fund position peaked at $13K in Q3 2017.
  • 226 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q4 2017.

Based on Mountain Capital Investment Advisors's 13F filing for Q4 2017, filed 9 Feb 2018.