RMAM
RESP

Raab & Moskowitz Asset Management’s WisdomTree U.S. ESG Fund RESP Stock Holding History

Raab & Moskowitz Asset Management’s Portfolio RESP Stock Details RESP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-1,473
Closed -$37K – 395
2014
Q4 		$37K Buy
+1,473
New +$35.5K 0.02% 219

Other funds holding RESP

WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
IAA
Ironsides Asset Advisors Rocky Mount, North Carolina $399M AUM 13.99% 1-Year Est. Return
MHS
M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Raab & Moskowitz Asset Management sold out of WisdomTree U.S. ESG Fund (RESP) in Q1 2015, closing a stake of 1,473 shares — an estimated $37K sold.

Raab & Moskowitz Asset Management first reported a position in RESP in Q4 2014 and held it in 1 quarter. The position peaked at $37K in Q4 2014. 23 funds tracked by Wall St. Rank hold RESP as of Q1 2015.

  • Raab & Moskowitz Asset Management reported no remaining WisdomTree U.S. ESG Fund position as of Q1 2015 after selling out during the quarter.
  • Raab & Moskowitz Asset Management sold 1,473 WisdomTree U.S. ESG Fund shares in Q1 2015, an estimated $37K.
  • Raab & Moskowitz Asset Management first reported a position in WisdomTree U.S. ESG Fund in Q4 2014 and held it in 1 quarter.
  • Raab & Moskowitz Asset Management's WisdomTree U.S. ESG Fund position peaked at $37K in Q4 2014.
  • 23 funds tracked by Wall St. Rank held WisdomTree U.S. ESG Fund as of Q1 2015.

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