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Pathstone Family Office’s WisdomTree Emerging Markets Corporate Bond Fund EMCB Stock Holding History

Pathstone Family Office’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
2013
Q3 		– Sell
-190
Closed -$14K – 340
2013
Q2 		$14K Buy
+190
New +$14.9K 0.02% 215

Other funds holding EMCB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BCM
Bluefin Capital Management New York $156M AUM 18.47% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
B
Baird Milwaukee, Wisconsin $9.78B AUM 11.39% 1-Year Est. Return
PA
Pinnacle Associates New York $7.78B AUM 45.07% 1-Year Est. Return

Pathstone Family Office's EMCB Position: Q3 2013 in Review

Pathstone Family Office sold out of WisdomTree Emerging Markets Corporate Bond Fund (EMCB) in Q3 2013, closing a stake of 190 shares — an estimated $14K sold.

Pathstone Family Office first reported a position in EMCB in Q2 2013 and held it in 1 quarter. The position peaked at $14K in Q2 2013. 22 funds tracked by Wall St. Rank hold EMCB as of Q3 2013.

  • Pathstone Family Office reported no remaining WisdomTree Emerging Markets Corporate Bond Fund position as of Q3 2013 after selling out during the quarter.
  • Pathstone Family Office sold 190 WisdomTree Emerging Markets Corporate Bond Fund shares in Q3 2013, an estimated $14K.
  • Pathstone Family Office first reported a position in WisdomTree Emerging Markets Corporate Bond Fund in Q2 2013 and held it in 1 quarter.
  • Pathstone Family Office's WisdomTree Emerging Markets Corporate Bond Fund position peaked at $14K in Q2 2013.
  • 22 funds tracked by Wall St. Rank held WisdomTree Emerging Markets Corporate Bond Fund as of Q3 2013.

Based on Pathstone Family Office's 13F filing for Q3 2013, filed 28 Oct 2013.