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Stifel Nicolaus & Co’s WisdomTree Emerging Markets Local Debt Fund ELD Stock Holding History

Stifel Nicolaus & Co’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
2013
Q3 		– Sell
-6,342
Closed -$305K – 1490
2013
Q2 		$305K Buy
+6,342
New +$328K 0.01% 1084

Other funds holding ELD

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CC
Curian Capital Denver, Colorado $1.35B AUM 0.33% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 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

Stifel Nicolaus & Co's ELD Position: Q3 2013 in Review

Stifel Nicolaus & Co sold out of WisdomTree Emerging Markets Local Debt Fund (ELD) in Q3 2013, closing a stake of 6,342 shares — an estimated $305K sold.

Stifel Nicolaus & Co first reported a position in ELD in Q2 2013 and held it in 1 quarter. The position peaked at $305K in Q2 2013. 126 funds tracked by Wall St. Rank hold ELD as of Q3 2013.

  • Stifel Nicolaus & Co reported no remaining WisdomTree Emerging Markets Local Debt Fund position as of Q3 2013 after selling out during the quarter.
  • Stifel Nicolaus & Co sold 6,342 WisdomTree Emerging Markets Local Debt Fund shares in Q3 2013, an estimated $305K.
  • Stifel Nicolaus & Co first reported a position in WisdomTree Emerging Markets Local Debt Fund in Q2 2013 and held it in 1 quarter.
  • Stifel Nicolaus & Co's WisdomTree Emerging Markets Local Debt Fund position peaked at $305K in Q2 2013.
  • 126 funds tracked by Wall St. Rank held WisdomTree Emerging Markets Local Debt Fund as of Q3 2013.

Based on Stifel Nicolaus & Co's 13F filing for Q3 2013, filed 13 Nov 2013.