Starfire Investment Advisers’s WisdomTree True Developed International Fund DOL Stock Holding History

Starfire Investment Advisers’s Portfolio DOL Stock Details DOL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-6,705	Closed	-$323K	–	144
2018 Q3	$323K	Sell	6,705 -1,505	-18%	-$72.6K	0.16%	101
2018 Q2	$392K	Sell	8,210 -470	-5%	-$23.5K	0.2%	103
2018 Q1	$432K	Buy	+8,680	New	+$444K	0.22%	95
2017 Q4	–	Sell	-9,409	Closed	-$465K	–	164
2017 Q3	$465K	Buy	9,409 +23	+0.2%	+$1.12K	0.28%	73
2017 Q2	$443K	Sell	9,386 -225	-2%	-$10.6K	0.26%	82
2017 Q1	$435K	Buy	9,611 +19	+0.2%	+$844	0.23%	88
2016 Q4	$411K	Buy	9,592 +8	+0.1%	+$340	0.23%	88
2016 Q3	$415K	Buy	9,584 +695	+8%	+$29.7K	0.25%	86
2016 Q2	$368K	Sell	8,889 -426	-5%	-$18K	0.25%	82
2016 Q1	$390K	Buy	9,315 +500	+6%	+$20.3K	0.26%	86
2015 Q4	$380K	Hold	8,815	–	–	0.26%	87
2015 Q3	$374K	Buy	8,815 +235	+3%	+$10.9K	0.27%	84
2015 Q2	$409K	Hold	8,580	–	–	0.27%	85
2015 Q1	$418K	Buy	+8,580	New	+$415K	0.27%	86

Other funds holding DOL

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Private Vista Chicago, Illinois $207M AUM 1.59% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BWM

Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Starfire Investment Advisers's DOL Position: Q4 2018 in Review

Starfire Investment Advisers sold out of WisdomTree True Developed International Fund (DOL) in Q4 2018, closing a stake of 6,705 shares — an estimated $323K sold.

Starfire Investment Advisers first reported a position in DOL in Q1 2015 and held it in 14 quarters. The position peaked at $465K in Q3 2017. 84 funds tracked by Wall St. Rank hold DOL as of Q4 2018.

Starfire Investment Advisers reported no remaining WisdomTree True Developed International Fund position as of Q4 2018 after selling out during the quarter.
Starfire Investment Advisers sold 6,705 WisdomTree True Developed International Fund shares in Q4 2018, an estimated $323K.
Starfire Investment Advisers first reported a position in WisdomTree True Developed International Fund in Q1 2015 and held it in 14 quarters.
Starfire Investment Advisers's WisdomTree True Developed International Fund position peaked at $465K in Q3 2017.
84 funds tracked by Wall St. Rank held WisdomTree True Developed International Fund as of Q4 2018.

Based on Starfire Investment Advisers's 13F filing for Q4 2018, filed 6 Feb 2019.