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Parametric Portfolio Associates’s WisdomTree International AI Enhanced Value Fund AIVI Stock Holding History

Parametric Portfolio Associates’s Portfolio AIVI Stock Details AIVI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-15,200
Closed -$568K – 3774
2016
Q4 		$568K Buy
+15,200
New +$568K ﹤0.01% 3130

Other funds holding AIVI

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
TCM
Telos Capital Management San Diego, California $1.04B AUM 19.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Parametric Portfolio Associates's AIVI Position: Q1 2017 in Review

Parametric Portfolio Associates sold out of WisdomTree International AI Enhanced Value Fund (AIVI) in Q1 2017, closing a stake of 15,200 shares — an estimated $568K sold.

Parametric Portfolio Associates first reported a position in AIVI in Q4 2016 and held it in 1 quarter. The position peaked at $568K in Q4 2016. 47 funds tracked by Wall St. Rank hold AIVI as of Q1 2017.

  • Parametric Portfolio Associates reported no remaining WisdomTree International AI Enhanced Value Fund position as of Q1 2017 after selling out during the quarter.
  • Parametric Portfolio Associates sold 15,200 WisdomTree International AI Enhanced Value Fund shares in Q1 2017, an estimated $568K.
  • Parametric Portfolio Associates first reported a position in WisdomTree International AI Enhanced Value Fund in Q4 2016 and held it in 1 quarter.
  • Parametric Portfolio Associates's WisdomTree International AI Enhanced Value Fund position peaked at $568K in Q4 2016.
  • 47 funds tracked by Wall St. Rank held WisdomTree International AI Enhanced Value Fund as of Q1 2017.

Based on Parametric Portfolio Associates's 13F filing for Q1 2017, filed 8 May 2017.