Stifel Financial
GULF

Stifel Financial’s WisdomTree Middle East Dividend Fund GULF Stock Holding History

Stifel Financial’s Portfolio GULF Stock Details GULF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-27,096
Closed -$535K – 2415
2015
Q2 		$535K Buy
27,096
+526
+2% +$10.8K ﹤0.01% 1659
2015
Q1 		$532K Buy
26,570
+236
+0.9% +$4.85K ﹤0.01% 1593
2014
Q4 		$538K Buy
+26,334
New +$590K ﹤0.01% 1576

Other funds holding GULF

MAM
Mizuho Asset Management Tokyo, Japan $462M AUM 15.39% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
EFS
Essex Financial Services Essex, Connecticut $1.78B AUM 23.37% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Stifel Financial's GULF Position: Q3 2015 in Review

Stifel Financial sold out of WisdomTree Middle East Dividend Fund (GULF) in Q3 2015, closing a stake of 27,096 shares — an estimated $535K sold.

Stifel Financial first reported a position in GULF in Q4 2014 and held it in 3 quarters. The position peaked at $538K in Q4 2014. 13 funds tracked by Wall St. Rank hold GULF as of Q3 2015.

  • Stifel Financial reported no remaining WisdomTree Middle East Dividend Fund position as of Q3 2015 after selling out during the quarter.
  • Stifel Financial sold 27,096 WisdomTree Middle East Dividend Fund shares in Q3 2015, an estimated $535K.
  • Stifel Financial first reported a position in WisdomTree Middle East Dividend Fund in Q4 2014 and held it in 3 quarters.
  • Stifel Financial's WisdomTree Middle East Dividend Fund position peaked at $538K in Q4 2014.
  • 13 funds tracked by Wall St. Rank held WisdomTree Middle East Dividend Fund as of Q3 2015.

Based on Stifel Financial's 13F filing for Q3 2015, filed 16 Nov 2015.