Northwestern Mutual Wealth Management’s WisdomTree Chinese Yuan Strategy Fund CYB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q4
Sell
-200
Closed -$5K 2807
2018
Q3
$5K Buy
+200
New +$5.11K ﹤0.01% 2127
2015
Q1
Sell
-558
Closed -$14K 2024
2014
Q4
$14K Buy
+558
New +$14.2K ﹤0.01% 988
2014
Q1
Sell
-591
Closed -$15K 1597
2013
Q4
$15K Sell
591
-1,006
-63% -$26.5K ﹤0.01% 845
2013
Q3
$42K Buy
+1,597
New +$41.7K ﹤0.01% 592

Other funds holding CYB

Northwestern Mutual Wealth Management's CYB Position: Q4 2018 in Review

Northwestern Mutual Wealth Management sold out of WisdomTree Chinese Yuan Strategy Fund (CYB) in Q4 2018, closing a stake of 200 shares — an estimated $5K sold.

Northwestern Mutual Wealth Management first reported a position in CYB in Q3 2013 and held it in 4 quarters. The position peaked at $42K in Q3 2013. 17 funds tracked by Wall St. Rank hold CYB as of Q4 2018.

  • Northwestern Mutual Wealth Management reported no remaining WisdomTree Chinese Yuan Strategy Fund position as of Q4 2018 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 200 WisdomTree Chinese Yuan Strategy Fund shares in Q4 2018, an estimated $5K.
  • Northwestern Mutual Wealth Management first reported a position in WisdomTree Chinese Yuan Strategy Fund in Q3 2013 and held it in 4 quarters.
  • Northwestern Mutual Wealth Management's WisdomTree Chinese Yuan Strategy Fund position peaked at $42K in Q3 2013.
  • 17 funds tracked by Wall St. Rank held WisdomTree Chinese Yuan Strategy Fund as of Q4 2018.

Based on Northwestern Mutual Wealth Management's 13F filing for Q4 2018, filed 12 Feb 2019.