TWM
BZF

Torch Wealth Management’s WisdomTree Brazilian Real Strategy Fund BZF Stock Holding History

Torch Wealth Management’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
2014
Q1 		– Sell
-730
Closed -$13K – 317
2013
Q4 		$13K Buy
+730
New +$13K 0.01% 215

Other funds holding BZF

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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HCM
Highlander Capital Management Short Hills, New Jersey $292M AUM 22.24% 1-Year Est. Return

Torch Wealth Management's BZF Position: Q1 2014 in Review

Torch Wealth Management sold out of WisdomTree Brazilian Real Strategy Fund (BZF) in Q1 2014, closing a stake of 730 shares — an estimated $13K sold.

Torch Wealth Management first reported a position in BZF in Q4 2013 and held it in 1 quarter. The position peaked at $13K in Q4 2013. 16 funds tracked by Wall St. Rank hold BZF as of Q1 2014.

  • Torch Wealth Management reported no remaining WisdomTree Brazilian Real Strategy Fund position as of Q1 2014 after selling out during the quarter.
  • Torch Wealth Management sold 730 WisdomTree Brazilian Real Strategy Fund shares in Q1 2014, an estimated $13K.
  • Torch Wealth Management first reported a position in WisdomTree Brazilian Real Strategy Fund in Q4 2013 and held it in 1 quarter.
  • Torch Wealth Management's WisdomTree Brazilian Real Strategy Fund position peaked at $13K in Q4 2013.
  • 16 funds tracked by Wall St. Rank held WisdomTree Brazilian Real Strategy Fund as of Q1 2014.

Based on Torch Wealth Management's 13F filing for Q1 2014, filed 13 May 2014.