Patton Albertson Miller Group’s WisdomTree True Developed International Fund DOL Stock Holding History

Patton Albertson Miller Group’s Portfolio DOL Stock Details DOL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-4,867	Closed	-$238K	–	219
2019 Q4	$238K	Buy	4,867 +170	+4%	+$8.07K	0.06%	218
2019 Q3	$216K	Buy	+4,697	New	+$215K	0.06%	226

Other funds holding DOL

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

KFI

Key Financial Inc West Chester, Pennsylvania $562M AUM 17.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BFG

Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return

BWM

Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Patton Albertson Miller Group's DOL Position: Q1 2020 in Review

Patton Albertson Miller Group sold out of WisdomTree True Developed International Fund (DOL) in Q1 2020, closing a stake of 4,867 shares — an estimated $238K sold.

Patton Albertson Miller Group first reported a position in DOL in Q3 2019 and held it in 2 quarters. The position peaked at $238K in Q4 2019. 79 funds tracked by Wall St. Rank hold DOL as of Q1 2020.

Patton Albertson Miller Group reported no remaining WisdomTree True Developed International Fund position as of Q1 2020 after selling out during the quarter.
Patton Albertson Miller Group sold 4,867 WisdomTree True Developed International Fund shares in Q1 2020, an estimated $238K.
Patton Albertson Miller Group first reported a position in WisdomTree True Developed International Fund in Q3 2019 and held it in 2 quarters.
Patton Albertson Miller Group's WisdomTree True Developed International Fund position peaked at $238K in Q4 2019.
79 funds tracked by Wall St. Rank held WisdomTree True Developed International Fund as of Q1 2020.

Based on Patton Albertson Miller Group's 13F filing for Q1 2020, filed 22 May 2020.