PP
CEW

Palladium Partners’s WisdomTree Emerging Currency Strategy Fund CEW Stock Holding History

Palladium Partners’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
-694
Closed -$14K – 566
2013
Q2 		$14K Buy
+694
New +$14.4K ﹤0.01% 467

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

Palladium Partners's CEW Position: Q3 2013 in Review

Palladium Partners sold out of WisdomTree Emerging Currency Strategy Fund (CEW) in Q3 2013, closing a stake of 694 shares — an estimated $14K sold.

Palladium Partners first reported a position in CEW in Q2 2013 and held it in 1 quarter. The position peaked at $14K in Q2 2013. 39 funds tracked by Wall St. Rank hold CEW as of Q3 2013.

  • Palladium Partners reported no remaining WisdomTree Emerging Currency Strategy Fund position as of Q3 2013 after selling out during the quarter.
  • Palladium Partners sold 694 WisdomTree Emerging Currency Strategy Fund shares in Q3 2013, an estimated $14K.
  • Palladium Partners first reported a position in WisdomTree Emerging Currency Strategy Fund in Q2 2013 and held it in 1 quarter.
  • Palladium Partners's WisdomTree Emerging Currency Strategy Fund position peaked at $14K in Q2 2013.
  • 39 funds tracked by Wall St. Rank held WisdomTree Emerging Currency Strategy Fund as of Q3 2013.

Based on Palladium Partners's 13F filing for Q3 2013, filed 24 Oct 2013.