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Optimum Investment Advisors’s WisdomTree Emerging Markets Corporate Bond Fund EMCB Stock Holding History

Optimum Investment Advisors’s Portfolio EMCB Stock Details EMCB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-100
Closed -$8K – 992
2014
Q3 		$8K Hold
100
– – ﹤0.01% 779
2014
Q2 		$8K Hold
100
– – ﹤0.01% 797
2014
Q1 		$7K Sell
100
-525
-84% -$39K ﹤0.01% 634
2013
Q4 		$47K Sell
625
-245
-28% -$18.4K 0.02% 402
2013
Q3 		$65K Buy
+870
New +$64.3K 0.03% 336

Other funds holding EMCB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BCM
Bluefin Capital Management New York $156M AUM 18.47% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NCA
New Century Advisors Chevy Chase, Maryland $82.1M AUM 3.88% 1-Year Est. Return
RTS
Round Table Services Westfield, New Jersey $508M AUM 16.36% 1-Year Est. Return
B
Baird Milwaukee, Wisconsin $9.78B AUM 11.39% 1-Year Est. Return
LS
Lattice Strategies Wayne, Pennsylvania $109M AUM 3.52% 1-Year Est. Return

Optimum Investment Advisors's EMCB Position: Q4 2014 in Review

Optimum Investment Advisors sold out of WisdomTree Emerging Markets Corporate Bond Fund (EMCB) in Q4 2014, closing a stake of 100 shares — an estimated $8K sold.

Optimum Investment Advisors first reported a position in EMCB in Q3 2013 and held it in 5 quarters. The position peaked at $65K in Q3 2013. 20 funds tracked by Wall St. Rank hold EMCB as of Q4 2014.

  • Optimum Investment Advisors reported no remaining WisdomTree Emerging Markets Corporate Bond Fund position as of Q4 2014 after selling out during the quarter.
  • Optimum Investment Advisors sold 100 WisdomTree Emerging Markets Corporate Bond Fund shares in Q4 2014, an estimated $8K.
  • Optimum Investment Advisors first reported a position in WisdomTree Emerging Markets Corporate Bond Fund in Q3 2013 and held it in 5 quarters.
  • Optimum Investment Advisors's WisdomTree Emerging Markets Corporate Bond Fund position peaked at $65K in Q3 2013.
  • 20 funds tracked by Wall St. Rank held WisdomTree Emerging Markets Corporate Bond Fund as of Q4 2014.

Based on Optimum Investment Advisors's 13F filing for Q4 2014, filed 12 Feb 2015.