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SouthState Corp’s WisdomTree Emerging Markets Local Debt Fund ELD Stock Holding History

SouthState Corp’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
2014
Q2 		– Sell
-4,969
Closed -$228K – 264
2014
Q1 		$228K Sell
4,969
-5,290
-52% -$238K 0.04% 243
2013
Q4 		$472K Buy
10,259
+3,291
+47% +$155K 0.08% 173
2013
Q3 		$328K Buy
+6,968
New +$329K 0.06% 193

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Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
SMA
Simply Money Advisors Cincinnati, Ohio $711M AUM 6.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

SouthState Corp's ELD Position: Q2 2014 in Review

SouthState Corp sold out of WisdomTree Emerging Markets Local Debt Fund (ELD) in Q2 2014, closing a stake of 4,969 shares — an estimated $228K sold.

SouthState Corp first reported a position in ELD in Q3 2013 and held it in 3 quarters. The position peaked at $472K in Q4 2013. 112 funds tracked by Wall St. Rank hold ELD as of Q2 2014.

  • SouthState Corp reported no remaining WisdomTree Emerging Markets Local Debt Fund position as of Q2 2014 after selling out during the quarter.
  • SouthState Corp sold 4,969 WisdomTree Emerging Markets Local Debt Fund shares in Q2 2014, an estimated $228K.
  • SouthState Corp first reported a position in WisdomTree Emerging Markets Local Debt Fund in Q3 2013 and held it in 3 quarters.
  • SouthState Corp's WisdomTree Emerging Markets Local Debt Fund position peaked at $472K in Q4 2013.
  • 112 funds tracked by Wall St. Rank held WisdomTree Emerging Markets Local Debt Fund as of Q2 2014.

Based on SouthState Corp's 13F filing for Q2 2014, filed 15 Aug 2014.