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Roble Belko & Company’s WisdomTree Emerging Markets Local Debt Fund ELD Stock Holding History

Roble Belko & Company’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
-65
Closed -$2K – 225
2015
Q3 		$2K Hold
65
– – ﹤0.01% 188
2015
Q2 		$3K Hold
65
– – ﹤0.01% 197
2015
Q1 		$3K Buy
+65
New +$2.65K ﹤0.01% 207

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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

Roble Belko & Company's ELD Position: Q4 2015 in Review

Roble Belko & Company sold out of WisdomTree Emerging Markets Local Debt Fund (ELD) in Q4 2015, closing a stake of 65 shares — an estimated $2K sold.

Roble Belko & Company first reported a position in ELD in Q1 2015 and held it in 3 quarters. The position peaked at $3K in Q2 2015. 82 funds tracked by Wall St. Rank hold ELD as of Q4 2015.

  • Roble Belko & Company reported no remaining WisdomTree Emerging Markets Local Debt Fund position as of Q4 2015 after selling out during the quarter.
  • Roble Belko & Company sold 65 WisdomTree Emerging Markets Local Debt Fund shares in Q4 2015, an estimated $2K.
  • Roble Belko & Company first reported a position in WisdomTree Emerging Markets Local Debt Fund in Q1 2015 and held it in 3 quarters.
  • Roble Belko & Company's WisdomTree Emerging Markets Local Debt Fund position peaked at $3K in Q2 2015.
  • 82 funds tracked by Wall St. Rank held WisdomTree Emerging Markets Local Debt Fund as of Q4 2015.

Based on Roble Belko & Company's 13F filing for Q4 2015, filed 4 Feb 2016.