TSW
BZF

Thompson Siegel & Walmsley’s WisdomTree Brazilian Real Strategy Fund BZF Stock Holding History

Thompson Siegel & Walmsley’s Portfolio BZF Stock Details BZF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-1,700
Closed -$31K – 696
2013
Q3 		$31K Hold
1,700
– – ﹤0.01% 493
2013
Q2 		$30K Buy
+1,700
New +$32.3K ﹤0.01% 496

Other funds holding BZF

WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS) Columbus, Ohio $30.9B AUM 29.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
EHPM
Emery Howard Portfolio Management Burlingame, California $773M AUM 18.85% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
WA
WealthTrust-Arizona Scottsdale, Arizona $172M AUM 6.58% 1-Year Est. Return
WT
Wilmington Trust Wilmington, Delaware $6.01B AUM 21.38% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Thompson Siegel & Walmsley's BZF Position: Q4 2013 in Review

Thompson Siegel & Walmsley sold out of WisdomTree Brazilian Real Strategy Fund (BZF) in Q4 2013, closing a stake of 1,700 shares — an estimated $31K sold.

Thompson Siegel & Walmsley first reported a position in BZF in Q2 2013 and held it in 2 quarters. The position peaked at $31K in Q3 2013. 25 funds tracked by Wall St. Rank hold BZF as of Q4 2013.

  • Thompson Siegel & Walmsley reported no remaining WisdomTree Brazilian Real Strategy Fund position as of Q4 2013 after selling out during the quarter.
  • Thompson Siegel & Walmsley sold 1,700 WisdomTree Brazilian Real Strategy Fund shares in Q4 2013, an estimated $31K.
  • Thompson Siegel & Walmsley first reported a position in WisdomTree Brazilian Real Strategy Fund in Q2 2013 and held it in 2 quarters.
  • Thompson Siegel & Walmsley's WisdomTree Brazilian Real Strategy Fund position peaked at $31K in Q3 2013.
  • 25 funds tracked by Wall St. Rank held WisdomTree Brazilian Real Strategy Fund as of Q4 2013.

Based on Thompson Siegel & Walmsley's 13F filing for Q4 2013, filed 6 Feb 2014.