Stifel Financial
BZF

Stifel Financial’s WisdomTree Brazilian Real Strategy Fund BZF Stock Holding History

Stifel Financial’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
2014
Q2 		– Sell
-51,627
Closed -$958K – 2352
2014
Q1 		$958K Buy
+51,627
New +$904K 0.01% 1103

Other funds holding BZF

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
HRIA
Haberer Registered Investment Advisor Cincinnati, Ohio $165M AUM 11.95% 1-Year Est. Return

Stifel Financial's BZF Position: Q2 2014 in Review

Stifel Financial sold out of WisdomTree Brazilian Real Strategy Fund (BZF) in Q2 2014, closing a stake of 51,627 shares — an estimated $958K sold.

Stifel Financial first reported a position in BZF in Q1 2014 and held it in 1 quarter. The position peaked at $958K in Q1 2014. 14 funds tracked by Wall St. Rank hold BZF as of Q2 2014.

  • Stifel Financial reported no remaining WisdomTree Brazilian Real Strategy Fund position as of Q2 2014 after selling out during the quarter.
  • Stifel Financial sold 51,627 WisdomTree Brazilian Real Strategy Fund shares in Q2 2014, an estimated $958K.
  • Stifel Financial first reported a position in WisdomTree Brazilian Real Strategy Fund in Q1 2014 and held it in 1 quarter.
  • Stifel Financial's WisdomTree Brazilian Real Strategy Fund position peaked at $958K in Q1 2014.
  • 14 funds tracked by Wall St. Rank held WisdomTree Brazilian Real Strategy Fund as of Q2 2014.

Based on Stifel Financial's 13F filing for Q2 2014, filed 14 Aug 2014.