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Simplicity Solutions’s WisdomTree Emerging Markets Local Debt Fund ELD Stock Holding History

Simplicity Solutions’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
2015
Q1 		– Sell
-5,269
Closed -$219K – 86
2014
Q4 		$219K Buy
+5,269
New +$230K 0.26% 78

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MIS
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LPL Financial
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USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
TAT
TD Ameritrade Trust Denver, Colorado $285M AUM 0.17% 1-Year Est. Return
PA
Paracle Advisors Mercer Island, Washington $551M AUM 50.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Simplicity Solutions's ELD Position: Q1 2015 in Review

Simplicity Solutions sold out of WisdomTree Emerging Markets Local Debt Fund (ELD) in Q1 2015, closing a stake of 5,269 shares — an estimated $219K sold.

Simplicity Solutions first reported a position in ELD in Q4 2014 and held it in 1 quarter. The position peaked at $219K in Q4 2014. 99 funds tracked by Wall St. Rank hold ELD as of Q1 2015.

  • Simplicity Solutions reported no remaining WisdomTree Emerging Markets Local Debt Fund position as of Q1 2015 after selling out during the quarter.
  • Simplicity Solutions sold 5,269 WisdomTree Emerging Markets Local Debt Fund shares in Q1 2015, an estimated $219K.
  • Simplicity Solutions first reported a position in WisdomTree Emerging Markets Local Debt Fund in Q4 2014 and held it in 1 quarter.
  • Simplicity Solutions's WisdomTree Emerging Markets Local Debt Fund position peaked at $219K in Q4 2014.
  • 99 funds tracked by Wall St. Rank held WisdomTree Emerging Markets Local Debt Fund as of Q1 2015.

Based on Simplicity Solutions's 13F filing for Q1 2015, filed 28 Apr 2015.