PCM
RESP

Parsons Capital Management’s WisdomTree U.S. ESG Fund RESP Stock Holding History

Parsons Capital Management’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
Q2 		– Sell
-5,199
Closed -$129K – 545
2015
Q1 		$129K Buy
+5,199
New +$128K 0.02% 359

Other funds holding RESP

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
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 $44.6B AUM 28.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Parsons Capital Management's RESP Position: Q2 2015 in Review

Parsons Capital Management sold out of WisdomTree U.S. ESG Fund (RESP) in Q2 2015, closing a stake of 5,199 shares — an estimated $129K sold.

Parsons Capital Management first reported a position in RESP in Q1 2015 and held it in 1 quarter. The position peaked at $129K in Q1 2015. 29 funds tracked by Wall St. Rank hold RESP as of Q2 2015.

  • Parsons Capital Management reported no remaining WisdomTree U.S. ESG Fund position as of Q2 2015 after selling out during the quarter.
  • Parsons Capital Management sold 5,199 WisdomTree U.S. ESG Fund shares in Q2 2015, an estimated $129K.
  • Parsons Capital Management first reported a position in WisdomTree U.S. ESG Fund in Q1 2015 and held it in 1 quarter.
  • Parsons Capital Management's WisdomTree U.S. ESG Fund position peaked at $129K in Q1 2015.
  • 29 funds tracked by Wall St. Rank held WisdomTree U.S. ESG Fund as of Q2 2015.

Based on Parsons Capital Management's 13F filing for Q2 2015, filed 5 Aug 2015.