Syntal Capital Partners’s WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund CXSE Stock Holding History

Syntal Capital Partners’s Portfolio CXSE Stock Details CXSE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-8,754	Closed	-$313K	–	99
2018 Q3	$313K	Sell	8,754 -20,018	-70%	-$754K	0.11%	125
2018 Q2	$1.17M	Buy	28,772 +7,764	+37%	+$338K	0.44%	54
2018 Q1	$926K	Buy	21,008 +3,560	+20%	+$162K	0.33%	66
2017 Q4	$752K	Buy	+17,448	New	+$732K	0.23%	83

Other funds holding CXSE

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

APA

American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return

SMFS

Squar Milner Financial Services Irvine, California $176M AUM 10.56% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Syntal Capital Partners's CXSE Position: Q4 2018 in Review

Syntal Capital Partners sold out of WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund (CXSE) in Q4 2018, closing a stake of 8,754 shares — an estimated $313K sold.

Syntal Capital Partners first reported a position in CXSE in Q4 2017 and held it in 4 quarters. The position peaked at $1.17M in Q2 2018. 21 funds tracked by Wall St. Rank hold CXSE as of Q4 2018.

Syntal Capital Partners reported no remaining WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund position as of Q4 2018 after selling out during the quarter.
Syntal Capital Partners sold 8,754 WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund shares in Q4 2018, an estimated $313K.
Syntal Capital Partners first reported a position in WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund in Q4 2017 and held it in 4 quarters.
Syntal Capital Partners's WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund position peaked at $1.17M in Q2 2018.
21 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund as of Q4 2018.

Based on Syntal Capital Partners's 13F filing for Q4 2018, filed 13 Feb 2019.