NFG
RESP

NewFocus Financial Group’s WisdomTree U.S. ESG Fund RESP Stock Holding History

NewFocus Financial Group’s Portfolio RESP Stock Details RESP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-19,581
Closed -$485K – 65
2014
Q4 		$485K Buy
+19,581
New +$471K 0.33% 41

Other funds holding RESP

WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
IAA
Ironsides Asset Advisors Rocky Mount, North Carolina $399M AUM 13.99% 1-Year Est. Return
MHS
M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

NewFocus Financial Group's RESP Position: Q1 2015 in Review

NewFocus Financial Group sold out of WisdomTree U.S. ESG Fund (RESP) in Q1 2015, closing a stake of 19,581 shares — an estimated $485K sold.

NewFocus Financial Group first reported a position in RESP in Q4 2014 and held it in 1 quarter. The position peaked at $485K in Q4 2014. 23 funds tracked by Wall St. Rank hold RESP as of Q1 2015.

  • NewFocus Financial Group reported no remaining WisdomTree U.S. ESG Fund position as of Q1 2015 after selling out during the quarter.
  • NewFocus Financial Group sold 19,581 WisdomTree U.S. ESG Fund shares in Q1 2015, an estimated $485K.
  • NewFocus Financial Group first reported a position in WisdomTree U.S. ESG Fund in Q4 2014 and held it in 1 quarter.
  • NewFocus Financial Group's WisdomTree U.S. ESG Fund position peaked at $485K in Q4 2014.
  • 23 funds tracked by Wall St. Rank held WisdomTree U.S. ESG Fund as of Q1 2015.

Based on NewFocus Financial Group's 13F filing for Q1 2015, filed 1 May 2015.