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Patten Group’s WisdomTree International AI Enhanced Value Fund AIVI Stock Holding History

Patten Group’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
Q2 		– Sell
-100
Closed -$4K – 641
2017
Q1 		$4K Hold
100
– – ﹤0.01% 527
2016
Q4 		$4K Sell
100
-50
-33% -$1.87K ﹤0.01% 515
2016
Q3 		$5.67K Hold
150
– – ﹤0.01% 522
2016
Q2 		$5.67K Hold
150
– – ﹤0.01% 513
2016
Q1 		$5.75K Sell
150
-125
-45% -$4.59K ﹤0.01% 525
2015
Q4 		$10.5K Hold
275
– – 0.01% 480
2015
Q3 		$10.5K Hold
275
– – 0.01% 427
2015
Q2 		$11.7K Buy
+275
New +$12.5K 0.01% 428
2015
Q1 		– Sell
-275
Closed -$12K – 174
2014
Q4 		$12K Buy
+275
New +$12.4K 0.01% 225

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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
TCM
Telos Capital Management San Diego, California $1.04B AUM 19.88% 1-Year Est. Return

Patten Group's AIVI Position: Q2 2017 in Review

Patten Group sold out of WisdomTree International AI Enhanced Value Fund (AIVI) in Q2 2017, closing a stake of 100 shares — an estimated $4K sold.

Patten Group first reported a position in AIVI in Q4 2014 and held it in 9 quarters. The position peaked at $12K in Q4 2014. 49 funds tracked by Wall St. Rank hold AIVI as of Q2 2017.

  • Patten Group reported no remaining WisdomTree International AI Enhanced Value Fund position as of Q2 2017 after selling out during the quarter.
  • Patten Group sold 100 WisdomTree International AI Enhanced Value Fund shares in Q2 2017, an estimated $4K.
  • Patten Group first reported a position in WisdomTree International AI Enhanced Value Fund in Q4 2014 and held it in 9 quarters.
  • Patten Group's WisdomTree International AI Enhanced Value Fund position peaked at $12K in Q4 2014.
  • 49 funds tracked by Wall St. Rank held WisdomTree International AI Enhanced Value Fund as of Q2 2017.

Based on Patten Group's 13F filing for Q2 2017, filed 14 Aug 2017.