Prime Capital Investment Advisors’s WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund CXSE Stock Holding History

Prime Capital Investment Advisors’s Portfolio CXSE Stock Details CXSE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-200	Closed	-$8K	–	273
2018 Q2	$8K	Hold	200	–	–	﹤0.01%	273
2018 Q1	$9K	Hold	200	–	–	0.01%	211
2017 Q4	$9K	Buy	+200	New	+$8.39K	0.01%	200

Other funds holding CXSE

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

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

SMFS

Squar Milner Financial Services Irvine, California $176M AUM 10.56% 1-Year Est. Return

SCP

Syntal Capital Partners Midland, Texas $10M AUM 35.51% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Prime Capital Investment Advisors's CXSE Position: Q3 2018 in Review

Prime Capital Investment Advisors sold out of WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund (CXSE) in Q3 2018, closing a stake of 200 shares — an estimated $8K sold.

Prime Capital Investment Advisors first reported a position in CXSE in Q4 2017 and held it in 3 quarters. The position peaked at $9K in Q1 2018. 24 funds tracked by Wall St. Rank hold CXSE as of Q3 2018.

Prime Capital Investment Advisors reported no remaining WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund position as of Q3 2018 after selling out during the quarter.
Prime Capital Investment Advisors sold 200 WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund shares in Q3 2018, an estimated $8K.
Prime Capital Investment Advisors first reported a position in WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund in Q4 2017 and held it in 3 quarters.
Prime Capital Investment Advisors's WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund position peaked at $9K in Q1 2018.
24 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund as of Q3 2018.

Based on Prime Capital Investment Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.