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Stoneridge Investment Partners’s WisdomTree WT Stock Holding History

Stoneridge Investment Partners’s Portfolio WT Stock Details WT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-26,995
Closed -$478K – 230
2013
Q4 		$478K Buy
+26,995
New +$384K 0.09% 120

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BIT
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Stoneridge Investment Partners's WT Position: Q1 2014 in Review

Stoneridge Investment Partners sold out of WisdomTree (WT) in Q1 2014, closing a stake of 26,995 shares — an estimated $478K sold.

Stoneridge Investment Partners first reported a position in WT in Q4 2013 and held it in 1 quarter. The position peaked at $478K in Q4 2013. 190 funds tracked by Wall St. Rank hold WT as of Q1 2014.

  • Stoneridge Investment Partners reported no remaining WisdomTree position as of Q1 2014 after selling out during the quarter.
  • Stoneridge Investment Partners sold 26,995 WisdomTree shares in Q1 2014, an estimated $478K.
  • Stoneridge Investment Partners first reported a position in WisdomTree in Q4 2013 and held it in 1 quarter.
  • Stoneridge Investment Partners's WisdomTree position peaked at $478K in Q4 2013.
  • 190 funds tracked by Wall St. Rank held WisdomTree as of Q1 2014.

Based on Stoneridge Investment Partners's 13F filing for Q1 2014, filed 15 Apr 2014.