SQA
CYB

Simon Quick Advisors’s WisdomTree Chinese Yuan Strategy Fund CYB Stock Holding History

Simon Quick Advisors’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
2017
Q4 		– Sell
-2,271
Closed -$58K – 635
2017
Q3 		$58K Hold
2,271
– – 0.02% 252
2017
Q2 		$56K Sell
2,271
-311
-12% -$7.57K 0.03% 118
2017
Q1 		$62K Buy
+2,582
New +$62K 0.04% 139

Other funds holding CYB

Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Parallax Volatility Advisers
Parallax Volatility Advisers San Francisco, California $58.9B AUM 51.73% 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
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $171B AUM 85% 1-Year Est. Return

Simon Quick Advisors's CYB Position: Q4 2017 in Review

Simon Quick Advisors sold out of WisdomTree Chinese Yuan Strategy Fund (CYB) in Q4 2017, closing a stake of 2,271 shares — an estimated $58K sold.

Simon Quick Advisors first reported a position in CYB in Q1 2017 and held it in 3 quarters. The position peaked at $62K in Q1 2017. 17 funds tracked by Wall St. Rank hold CYB as of Q4 2017.

  • Simon Quick Advisors reported no remaining WisdomTree Chinese Yuan Strategy Fund position as of Q4 2017 after selling out during the quarter.
  • Simon Quick Advisors sold 2,271 WisdomTree Chinese Yuan Strategy Fund shares in Q4 2017, an estimated $58K.
  • Simon Quick Advisors first reported a position in WisdomTree Chinese Yuan Strategy Fund in Q1 2017 and held it in 3 quarters.
  • Simon Quick Advisors's WisdomTree Chinese Yuan Strategy Fund position peaked at $62K in Q1 2017.
  • 17 funds tracked by Wall St. Rank held WisdomTree Chinese Yuan Strategy Fund as of Q4 2017.

Based on Simon Quick Advisors's 13F filing for Q4 2017, filed 13 Feb 2018.