RFA
BZF

Reilly Financial Advisors’s WisdomTree Brazilian Real Strategy Fund BZF Stock Holding History

Reilly Financial Advisors’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
2013
Q3 		– Sell
-250
Closed -$4K – 860
2013
Q2 		$4K Buy
+250
New +$4.75K ﹤0.01% 688

Other funds holding BZF

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SNC
Stifel Nicolaus & Co St Louis, Missouri $6.04B AUM
MM
Main Management San Francisco, California $1.37B AUM 19.06% 1-Year Est. Return
JGUA
John G. Ullman & Associates Corning, New York $754M AUM 60.05% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Reilly Financial Advisors's BZF Position: Q3 2013 in Review

Reilly Financial Advisors sold out of WisdomTree Brazilian Real Strategy Fund (BZF) in Q3 2013, closing a stake of 250 shares — an estimated $4K sold.

Reilly Financial Advisors first reported a position in BZF in Q2 2013 and held it in 1 quarter. The position peaked at $4K in Q2 2013. 18 funds tracked by Wall St. Rank hold BZF as of Q3 2013.

  • Reilly Financial Advisors reported no remaining WisdomTree Brazilian Real Strategy Fund position as of Q3 2013 after selling out during the quarter.
  • Reilly Financial Advisors sold 250 WisdomTree Brazilian Real Strategy Fund shares in Q3 2013, an estimated $4K.
  • Reilly Financial Advisors first reported a position in WisdomTree Brazilian Real Strategy Fund in Q2 2013 and held it in 1 quarter.
  • Reilly Financial Advisors's WisdomTree Brazilian Real Strategy Fund position peaked at $4K in Q2 2013.
  • 18 funds tracked by Wall St. Rank held WisdomTree Brazilian Real Strategy Fund as of Q3 2013.

Based on Reilly Financial Advisors's 13F filing for Q3 2013, filed 22 Oct 2013.