Steward Partners Investment Advisory’s WisdomTree Brazilian Real Strategy Fund BZF Stock Holding History

Steward Partners Investment Advisory’s Portfolio BZF Stock Details BZF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-150	Closed	-$2K	–	2441
2017 Q4	$2K	Hold	150	–	–	﹤0.01%	1752
2017 Q3	$2K	Hold	150	–	–	﹤0.01%	1565
2017 Q2	$2K	Hold	150	–	–	﹤0.01%	1486
2017 Q1	$2K	Buy	+150	New	+$2.71K	﹤0.01%	1368

Other funds holding BZF

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

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

BFEC

Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

Steward Partners Investment Advisory's BZF Position: Q1 2018 in Review

Steward Partners Investment Advisory sold out of WisdomTree Brazilian Real Strategy Fund (BZF) in Q1 2018, closing a stake of 150 shares — an estimated $2K sold.

Steward Partners Investment Advisory first reported a position in BZF in Q1 2017 and held it in 4 quarters. The position peaked at $2K in Q4 2017. 8 funds tracked by Wall St. Rank hold BZF as of Q1 2018.

Steward Partners Investment Advisory reported no remaining WisdomTree Brazilian Real Strategy Fund position as of Q1 2018 after selling out during the quarter.
Steward Partners Investment Advisory sold 150 WisdomTree Brazilian Real Strategy Fund shares in Q1 2018, an estimated $2K.
Steward Partners Investment Advisory first reported a position in WisdomTree Brazilian Real Strategy Fund in Q1 2017 and held it in 4 quarters.
Steward Partners Investment Advisory's WisdomTree Brazilian Real Strategy Fund position peaked at $2K in Q4 2017.
8 funds tracked by Wall St. Rank held WisdomTree Brazilian Real Strategy Fund as of Q1 2018.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2018, filed 20 Apr 2018.