RFS
CYB

Rockefeller Financial Services’s WisdomTree Chinese Yuan Strategy Fund CYB Stock Holding History

Rockefeller Financial Services’s Portfolio CYB Stock Details CYB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-215
Closed -$6K – 539
2013
Q3 		$6K Hold
215
– – ﹤0.01% 476
2013
Q2 		$6K Buy
+215
New +$5.58K ﹤0.01% 475

Other funds holding CYB

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
QA
Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return
EM
EnTrustPermal Management New York $240M AUM 25.21% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
FAAS
First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WFG
Wills Financial Group Richmond, Virginia $265M AUM 16.97% 1-Year Est. Return

Rockefeller Financial Services's CYB Position: Q4 2013 in Review

Rockefeller Financial Services sold out of WisdomTree Chinese Yuan Strategy Fund (CYB) in Q4 2013, closing a stake of 215 shares — an estimated $6K sold.

Rockefeller Financial Services first reported a position in CYB in Q2 2013 and held it in 2 quarters. The position peaked at $6K in Q3 2013. 30 funds tracked by Wall St. Rank hold CYB as of Q4 2013.

  • Rockefeller Financial Services reported no remaining WisdomTree Chinese Yuan Strategy Fund position as of Q4 2013 after selling out during the quarter.
  • Rockefeller Financial Services sold 215 WisdomTree Chinese Yuan Strategy Fund shares in Q4 2013, an estimated $6K.
  • Rockefeller Financial Services first reported a position in WisdomTree Chinese Yuan Strategy Fund in Q2 2013 and held it in 2 quarters.
  • Rockefeller Financial Services's WisdomTree Chinese Yuan Strategy Fund position peaked at $6K in Q3 2013.
  • 30 funds tracked by Wall St. Rank held WisdomTree Chinese Yuan Strategy Fund as of Q4 2013.

Based on Rockefeller Financial Services's 13F filing for Q4 2013, filed 3 Feb 2014.