Segall Bryant & Hamill
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Segall Bryant & Hamill’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History

Segall Bryant & Hamill’s Portfolio AIVL Stock Details AIVL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-2,925
Closed -$259K – 605
2017
Q4 		$259K Hold
2,925
– – 0.01% 516
2017
Q3 		$247K Hold
2,925
– – 0.01% 517
2017
Q2 		$241K Sell
2,925
-125
-4% -$10.3K 0.01% 518
2017
Q1 		$252K Sell
3,050
-850
-22% -$69.7K 0.01% 507
2016
Q4 		$313K Sell
3,900
-999
-20% -$78.8K 0.01% 463
2016
Q3 		$385K Hold
4,899
– – 0.01% 441
2016
Q2 		$378K Sell
4,899
-300
-6% -$22.5K 0.01% 452
2016
Q1 		$392K Sell
5,199
-900
-15% -$63.3K 0.01% 444
2015
Q4 		$429K Hold
6,099
– – 0.01% 421
2015
Q3 		$410K Sell
6,099
-1,700
-22% -$121K 0.01% 436
2015
Q2 		$574K Hold
7,799
– – 0.01% 406
2015
Q1 		$592K Buy
7,799
+687
+10% +$52.3K 0.01% 402
2014
Q4 		$545K Sell
7,112
-13
-0.2% -$973 0.01% 415
2014
Q3 		$523K Buy
7,125
+1,400
+24% +$103K 0.01% 424
2014
Q2 		$423K Buy
5,725
+600
+12% +$43.2K 0.01% 456
2014
Q1 		$360K Buy
5,125
+500
+11% +$34K 0.01% 484
2013
Q4 		$318K Buy
4,625
+100
+2% +$6.65K 0.01% 507
2013
Q3 		$288K Sell
4,525
-750
-14% -$48K 0.01% 514
2013
Q2 		$328K Buy
+5,275
New +$332K 0.01% 461

Other funds holding AIVL

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
JIP
Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return
HCP
Holt Capital Partners Fort Worth, Texas $849M AUM 27.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
LWA
Lowe Wealth Advisors Columbia, Maryland $274M AUM 14.31% 1-Year Est. Return

Segall Bryant & Hamill's AIVL Position: Q1 2018 in Review

Segall Bryant & Hamill sold out of WisdomTree US AI Enhanced Value Fund (AIVL) in Q1 2018, closing a stake of 2,925 shares — an estimated $259K sold.

Segall Bryant & Hamill first reported a position in AIVL in Q2 2013 and held it in 19 quarters. The position peaked at $592K in Q1 2015. 134 funds tracked by Wall St. Rank hold AIVL as of Q1 2018.

  • Segall Bryant & Hamill reported no remaining WisdomTree US AI Enhanced Value Fund position as of Q1 2018 after selling out during the quarter.
  • Segall Bryant & Hamill sold 2,925 WisdomTree US AI Enhanced Value Fund shares in Q1 2018, an estimated $259K.
  • Segall Bryant & Hamill first reported a position in WisdomTree US AI Enhanced Value Fund in Q2 2013 and held it in 19 quarters.
  • Segall Bryant & Hamill's WisdomTree US AI Enhanced Value Fund position peaked at $592K in Q1 2015.
  • 134 funds tracked by Wall St. Rank held WisdomTree US AI Enhanced Value Fund as of Q1 2018.

Based on Segall Bryant & Hamill's 13F filing for Q1 2018, filed 16 May 2018.