SAM
CYB

Symphony Asset Management’s WisdomTree Chinese Yuan Strategy Fund CYB Stock Holding History

Symphony Asset Management’s Portfolio CYB Stock Details CYB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-15,000
Closed -$375K – 473
2014
Q1 		$375K Buy
+15,000
New +$381K 0.04% 349

Other funds holding CYB

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
EM
EnTrustPermal Management New York $240M AUM 25.21% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RC
Reik & Co New York $363M AUM 3.03% 1-Year Est. Return

Symphony Asset Management's CYB Position: Q2 2014 in Review

Symphony Asset Management sold out of WisdomTree Chinese Yuan Strategy Fund (CYB) in Q2 2014, closing a stake of 15,000 shares — an estimated $375K sold.

Symphony Asset Management first reported a position in CYB in Q1 2014 and held it in 1 quarter. The position peaked at $375K in Q1 2014. 26 funds tracked by Wall St. Rank hold CYB as of Q2 2014.

  • Symphony Asset Management reported no remaining WisdomTree Chinese Yuan Strategy Fund position as of Q2 2014 after selling out during the quarter.
  • Symphony Asset Management sold 15,000 WisdomTree Chinese Yuan Strategy Fund shares in Q2 2014, an estimated $375K.
  • Symphony Asset Management first reported a position in WisdomTree Chinese Yuan Strategy Fund in Q1 2014 and held it in 1 quarter.
  • Symphony Asset Management's WisdomTree Chinese Yuan Strategy Fund position peaked at $375K in Q1 2014.
  • 26 funds tracked by Wall St. Rank held WisdomTree Chinese Yuan Strategy Fund as of Q2 2014.

Based on Symphony Asset Management's 13F filing for Q2 2014, filed 14 Aug 2014.