Raymond James & Associates’s WisdomTree Brazilian Real Strategy Fund BZF Stock Holding History

Raymond James & Associates’s Portfolio BZF Stock Details BZF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-59,145	Closed	-$997K	–	3489
2016 Q3	$997K	Sell	59,145 -8,330	-12%	-$139K	﹤0.01%	1884
2016 Q2	$1.12M	Buy	+67,475	New	+$1.01M	﹤0.01%	1675
2014 Q4	–	Sell	-41,437	Closed	-$743K	–	2411
2014 Q3	$743K	Buy	+41,437	New	+$790K	﹤0.01%	1671

Other funds holding BZF

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

CIM

Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return

ISL

Ingalls & Snyder LLC New York $2.83B AUM 21.61% 1-Year Est. Return

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

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

MFS

MSI Financial Services Springfield, Massachusetts $3.07B AUM 10.22% 1-Year Est. Return

FIB

First Interstate Bank Billings, Montana $1.78B AUM 13.62% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

Raymond James & Associates's BZF Position: Q4 2016 in Review

Raymond James & Associates sold out of WisdomTree Brazilian Real Strategy Fund (BZF) in Q4 2016, closing a stake of 59,145 shares — an estimated $997K sold.

Raymond James & Associates first reported a position in BZF in Q3 2014 and held it in 3 quarters. The position peaked at $1.12M in Q2 2016. 16 funds tracked by Wall St. Rank hold BZF as of Q4 2016.

Raymond James & Associates reported no remaining WisdomTree Brazilian Real Strategy Fund position as of Q4 2016 after selling out during the quarter.
Raymond James & Associates sold 59,145 WisdomTree Brazilian Real Strategy Fund shares in Q4 2016, an estimated $997K.
Raymond James & Associates first reported a position in WisdomTree Brazilian Real Strategy Fund in Q3 2014 and held it in 3 quarters.
Raymond James & Associates's WisdomTree Brazilian Real Strategy Fund position peaked at $1.12M in Q2 2016.
16 funds tracked by Wall St. Rank held WisdomTree Brazilian Real Strategy Fund as of Q4 2016.

Based on Raymond James & Associates's 13F filing for Q4 2016, filed 14 Feb 2017.