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Regal Investment Advisors’s WisdomTree Emerging Markets Local Debt Fund ELD Stock Holding History

Regal Investment Advisors’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
Q4 		– Sell
-272
Closed -$9K – 440
2015
Q3 		$9K Buy
272
+72
+36% +$2.64K ﹤0.01% 710
2015
Q2 		$7K Hold
200
– – ﹤0.01% 696
2015
Q1 		$8K Buy
+200
New +$8.16K ﹤0.01% 724

Other funds holding ELD

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Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 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
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
PA
Paracle Advisors Mercer Island, Washington $551M AUM 50.34% 1-Year Est. Return
TAT
TD Ameritrade Trust Denver, Colorado $285M AUM 0.17% 1-Year Est. Return

Regal Investment Advisors's ELD Position: Q4 2015 in Review

Regal Investment Advisors sold out of WisdomTree Emerging Markets Local Debt Fund (ELD) in Q4 2015, closing a stake of 272 shares — an estimated $9K sold.

Regal Investment Advisors first reported a position in ELD in Q1 2015 and held it in 3 quarters. The position peaked at $9K in Q3 2015. 82 funds tracked by Wall St. Rank hold ELD as of Q4 2015.

  • Regal Investment Advisors reported no remaining WisdomTree Emerging Markets Local Debt Fund position as of Q4 2015 after selling out during the quarter.
  • Regal Investment Advisors sold 272 WisdomTree Emerging Markets Local Debt Fund shares in Q4 2015, an estimated $9K.
  • Regal Investment Advisors first reported a position in WisdomTree Emerging Markets Local Debt Fund in Q1 2015 and held it in 3 quarters.
  • Regal Investment Advisors's WisdomTree Emerging Markets Local Debt Fund position peaked at $9K in Q3 2015.
  • 82 funds tracked by Wall St. Rank held WisdomTree Emerging Markets Local Debt Fund as of Q4 2015.

Based on Regal Investment Advisors's 13F filing for Q4 2015, filed 8 Feb 2016.