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Raab & Moskowitz Asset Management’s WisdomTree Emerging Markets Local Debt Fund ELD Stock Holding History

Raab & Moskowitz Asset Management’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
2015
Q1 		– Sell
-17
Closed -$1K – 187
2014
Q4 		$1K Buy
+17
New +$742 ﹤0.01% 462

Other funds holding ELD

VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
TAT
TD Ameritrade Trust Denver, Colorado $285M AUM 0.17% 1-Year Est. Return
PA
Paracle Advisors Mercer Island, Washington $551M AUM 50.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raab & Moskowitz Asset Management's ELD Position: Q1 2015 in Review

Raab & Moskowitz Asset Management sold out of WisdomTree Emerging Markets Local Debt Fund (ELD) in Q1 2015, closing a stake of 17 shares — an estimated $1K sold.

Raab & Moskowitz Asset Management first reported a position in ELD in Q4 2014 and held it in 1 quarter. The position peaked at $1K in Q4 2014. 99 funds tracked by Wall St. Rank hold ELD as of Q1 2015.

  • Raab & Moskowitz Asset Management reported no remaining WisdomTree Emerging Markets Local Debt Fund position as of Q1 2015 after selling out during the quarter.
  • Raab & Moskowitz Asset Management sold 17 WisdomTree Emerging Markets Local Debt Fund shares in Q1 2015, an estimated $1K.
  • Raab & Moskowitz Asset Management first reported a position in WisdomTree Emerging Markets Local Debt Fund in Q4 2014 and held it in 1 quarter.
  • Raab & Moskowitz Asset Management's WisdomTree Emerging Markets Local Debt Fund position peaked at $1K in Q4 2014.
  • 99 funds tracked by Wall St. Rank held WisdomTree Emerging Markets Local Debt Fund as of Q1 2015.

Based on Raab & Moskowitz Asset Management's 13F filing for Q1 2015, filed 12 May 2015.