TF
CEW

Tompkins Financial’s WisdomTree Emerging Currency Strategy Fund CEW Stock Holding History

Tompkins Financial’s Portfolio CEW Stock Details CEW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-1,000
Closed -$20K – 517
2013
Q4 		$20K Hold
1,000
– – 0.01% 352
2013
Q3 		$20K Hold
1,000
– – 0.01% 345
2013
Q2 		$20K Buy
+1,000
New +$20.8K 0.01% 353

Other funds holding CEW

WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return
IWC
Integrated Wealth Counsel Carmel, California $46.5M AUM 7.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
3AM
3D Asset Management Hartford, Connecticut $360M AUM 1.09% 1-Year Est. Return
CMP
Courage Miller Partners Norfolk, Virginia $354M AUM 13.72% 1-Year Est. Return
PAS
Partnervest Advisory Services Santa Barbara, California $315M AUM 21.3% 1-Year Est. Return

Tompkins Financial's CEW Position: Q1 2014 in Review

Tompkins Financial sold out of WisdomTree Emerging Currency Strategy Fund (CEW) in Q1 2014, closing a stake of 1,000 shares — an estimated $20K sold.

Tompkins Financial first reported a position in CEW in Q2 2013 and held it in 3 quarters. The position peaked at $20K in Q4 2013. 35 funds tracked by Wall St. Rank hold CEW as of Q1 2014.

  • Tompkins Financial reported no remaining WisdomTree Emerging Currency Strategy Fund position as of Q1 2014 after selling out during the quarter.
  • Tompkins Financial sold 1,000 WisdomTree Emerging Currency Strategy Fund shares in Q1 2014, an estimated $20K.
  • Tompkins Financial first reported a position in WisdomTree Emerging Currency Strategy Fund in Q2 2013 and held it in 3 quarters.
  • Tompkins Financial's WisdomTree Emerging Currency Strategy Fund position peaked at $20K in Q4 2013.
  • 35 funds tracked by Wall St. Rank held WisdomTree Emerging Currency Strategy Fund as of Q1 2014.

Based on Tompkins Financial's 13F filing for Q1 2014, filed 10 Apr 2014.