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Signet Financial Management’s WisdomTree Emerging Markets Local Debt Fund ELD Stock Holding History

Signet Financial Management’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
2018
Q4 		– Sell
-100
Closed -$3K – 401
2018
Q3 		$3K Buy
+100
New +$3.36K ﹤0.01% 865

Other funds holding ELD

BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
PNAA
Pictet North America Advisors Geneva 73, Switzerland $1.13B AUM 17.98% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PO
Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return
SIAM
Sterling Investment Advisors (Missouri) Bolivar, Missouri $223M AUM 15.6% 1-Year Est. Return
CIR
Clear Investment Research Alpharetta, Georgia $63.9M AUM 11.37% 1-Year Est. Return
OIA
Optimum Investment Advisors Chicago, Illinois $252M AUM 26.44% 1-Year Est. Return

Signet Financial Management's ELD Position: Q4 2018 in Review

Signet Financial Management sold out of WisdomTree Emerging Markets Local Debt Fund (ELD) in Q4 2018, closing a stake of 100 shares — an estimated $3K sold.

Signet Financial Management first reported a position in ELD in Q3 2018 and held it in 1 quarter. The position peaked at $3K in Q3 2018. 70 funds tracked by Wall St. Rank hold ELD as of Q4 2018.

  • Signet Financial Management reported no remaining WisdomTree Emerging Markets Local Debt Fund position as of Q4 2018 after selling out during the quarter.
  • Signet Financial Management sold 100 WisdomTree Emerging Markets Local Debt Fund shares in Q4 2018, an estimated $3K.
  • Signet Financial Management first reported a position in WisdomTree Emerging Markets Local Debt Fund in Q3 2018 and held it in 1 quarter.
  • Signet Financial Management's WisdomTree Emerging Markets Local Debt Fund position peaked at $3K in Q3 2018.
  • 70 funds tracked by Wall St. Rank held WisdomTree Emerging Markets Local Debt Fund as of Q4 2018.

Based on Signet Financial Management's 13F filing for Q4 2018, filed 14 Feb 2019.