RFA
OPPE

Reilly Financial Advisors’s WisdomTree European Opportunities Fund OPPE Stock Holding History

Reilly Financial Advisors’s Portfolio OPPE Stock Details OPPE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-369
Closed -$8K – 853
2016
Q2 		$8K Buy
+369
New +$8.86K ﹤0.01% 532

Other funds holding OPPE

UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
WMG
WESCAP Management Group Glendale, California $508M AUM 18.98% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
PFM
Peak Financial Management Wellesley, Massachusetts $394M AUM 17.76% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
FA
FDx Advisors Chicago, Illinois $313M AUM 18.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Reilly Financial Advisors's OPPE Position: Q3 2016 in Review

Reilly Financial Advisors sold out of WisdomTree European Opportunities Fund (OPPE) in Q3 2016, closing a stake of 369 shares — an estimated $8K sold.

Reilly Financial Advisors first reported a position in OPPE in Q2 2016 and held it in 1 quarter. The position peaked at $8K in Q2 2016. 40 funds tracked by Wall St. Rank hold OPPE as of Q3 2016.

  • Reilly Financial Advisors reported no remaining WisdomTree European Opportunities Fund position as of Q3 2016 after selling out during the quarter.
  • Reilly Financial Advisors sold 369 WisdomTree European Opportunities Fund shares in Q3 2016, an estimated $8K.
  • Reilly Financial Advisors first reported a position in WisdomTree European Opportunities Fund in Q2 2016 and held it in 1 quarter.
  • Reilly Financial Advisors's WisdomTree European Opportunities Fund position peaked at $8K in Q2 2016.
  • 40 funds tracked by Wall St. Rank held WisdomTree European Opportunities Fund as of Q3 2016.

Based on Reilly Financial Advisors's 13F filing for Q3 2016, filed 26 Oct 2016.