S
GULF

SignatureFD’s WisdomTree Middle East Dividend Fund GULF Stock Holding History

SignatureFD’s Portfolio GULF Stock Details GULF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-8,000
Closed -$193K – 967
2014
Q3 		$193K Hold
8,000
– – 0.06% 121
2014
Q2 		$169K Buy
+8,000
New +$186K 0.06% 136

Other funds holding GULF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MAM
Mizuho Asset Management Tokyo, Japan $462M AUM 15.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MFS
MSI Financial Services Springfield, Massachusetts $3.07B AUM 10.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BCM
Bluefin Capital Management New York $156M AUM 18.47% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

SignatureFD's GULF Position: Q4 2014 in Review

SignatureFD sold out of WisdomTree Middle East Dividend Fund (GULF) in Q4 2014, closing a stake of 8,000 shares — an estimated $193K sold.

SignatureFD first reported a position in GULF in Q2 2014 and held it in 2 quarters. The position peaked at $193K in Q3 2014. 21 funds tracked by Wall St. Rank hold GULF as of Q4 2014.

  • SignatureFD reported no remaining WisdomTree Middle East Dividend Fund position as of Q4 2014 after selling out during the quarter.
  • SignatureFD sold 8,000 WisdomTree Middle East Dividend Fund shares in Q4 2014, an estimated $193K.
  • SignatureFD first reported a position in WisdomTree Middle East Dividend Fund in Q2 2014 and held it in 2 quarters.
  • SignatureFD's WisdomTree Middle East Dividend Fund position peaked at $193K in Q3 2014.
  • 21 funds tracked by Wall St. Rank held WisdomTree Middle East Dividend Fund as of Q4 2014.

Based on SignatureFD's 13F filing for Q4 2014, filed 13 Feb 2015.