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Perpetual Ltd’s WisdomTree Emerging Markets Local Debt Fund ELD Stock Holding History

Perpetual Ltd’s Portfolio ELD Stock Details ELD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-20,186
Closed -$970K – 231
2013
Q2 		$970K Buy
+20,186
New +$1.04M 0.15% 131

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VA
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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CC
Curian Capital Denver, Colorado $1.35B AUM 0.33% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
SMA
Simply Money Advisors Cincinnati, Ohio $711M AUM 6.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Perpetual Ltd's ELD Position: Q3 2013 in Review

Perpetual Ltd sold out of WisdomTree Emerging Markets Local Debt Fund (ELD) in Q3 2013, closing a stake of 20,186 shares — an estimated $970K sold.

Perpetual Ltd first reported a position in ELD in Q2 2013 and held it in 1 quarter. The position peaked at $970K in Q2 2013. 126 funds tracked by Wall St. Rank hold ELD as of Q3 2013.

  • Perpetual Ltd reported no remaining WisdomTree Emerging Markets Local Debt Fund position as of Q3 2013 after selling out during the quarter.
  • Perpetual Ltd sold 20,186 WisdomTree Emerging Markets Local Debt Fund shares in Q3 2013, an estimated $970K.
  • Perpetual Ltd first reported a position in WisdomTree Emerging Markets Local Debt Fund in Q2 2013 and held it in 1 quarter.
  • Perpetual Ltd's WisdomTree Emerging Markets Local Debt Fund position peaked at $970K in Q2 2013.
  • 126 funds tracked by Wall St. Rank held WisdomTree Emerging Markets Local Debt Fund as of Q3 2013.

Based on Perpetual Ltd's 13F filing for Q3 2013, filed 26 Sep 2017.