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United Capital Financial Advisors’s WisdomTree Emerging Markets Local Debt Fund ELD Stock Holding History

United Capital Financial Advisors’s Portfolio ELD Stock Details ELD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-5,252
Closed -$203K – 1320
2017
Q3 		$203K Sell
5,252
-428
-8% -$16.5K ﹤0.01% 1234
2017
Q2 		$215K Sell
5,680
-875
-13% -$33.2K ﹤0.01% 1186
2017
Q1 		$246K Sell
6,555
-3,833
-37% -$141K ﹤0.01% 1122
2016
Q4 		$372K Sell
10,388
-9,173
-47% -$334K ﹤0.01% 998
2016
Q3 		$745K Sell
19,561
-4,083
-17% -$155K 0.01% 853
2016
Q2 		$875K Sell
23,644
-6,884
-23% -$253K 0.01% 775
2016
Q1 		$1.12M Sell
30,528
-3,436
-10% -$118K 0.01% 677
2015
Q4 		$1.16M Buy
33,964
+437
+1% +$15.5K 0.01% 652
2015
Q3 		$1.16M Sell
33,527
-18,426
-35% -$676K 0.01% 652
2015
Q2 		$2.02M Sell
51,953
-3,990
-7% -$160K 0.02% 565
2015
Q1 		$2.28M Sell
55,943
-861
-2% -$35.1K 0.03% 524
2014
Q4 		$2.36M Sell
56,804
-164,771
-74% -$7.19M 0.04% 428
2014
Q3 		$9.88M Sell
221,575
-147,188
-40% -$6.89M 0.17% 150
2014
Q2 		$17.5M Buy
368,763
+276,935
+302% +$12.9M 0.33% 81
2014
Q1 		$4.21M Buy
+91,828
New +$4.13M 0.09% 229
2013
Q3 		– Sell
-180,193
Closed -$8.66M – 694
2013
Q2 		$8.66M Buy
+180,193
New +$9.31M 0.23% 116

Other funds holding ELD

CLOS
Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $8.13B AUM 26.03% 1-Year Est. Return
CIR
Clear Investment Research Alpharetta, Georgia $63.9M AUM 11.37% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SIAM
Sterling Investment Advisors (Missouri) Bolivar, Missouri $223M AUM 15.6% 1-Year Est. Return
OIA
Optimum Investment Advisors Chicago, Illinois $252M AUM 26.44% 1-Year Est. Return
LS
Lattice Strategies Wayne, Pennsylvania $109M AUM 3.52% 1-Year Est. Return
MFP
Mosaic Financial Partners San Francisco, California $152M AUM 1.45% 1-Year Est. Return

United Capital Financial Advisors's ELD Position: Q4 2017 in Review

United Capital Financial Advisors sold out of WisdomTree Emerging Markets Local Debt Fund (ELD) in Q4 2017, closing a stake of 5,252 shares — an estimated $203K sold.

United Capital Financial Advisors first reported a position in ELD in Q2 2013 and held it in 16 quarters. The position peaked at $17.5M in Q2 2014. 74 funds tracked by Wall St. Rank hold ELD as of Q4 2017.

  • United Capital Financial Advisors reported no remaining WisdomTree Emerging Markets Local Debt Fund position as of Q4 2017 after selling out during the quarter.
  • United Capital Financial Advisors sold 5,252 WisdomTree Emerging Markets Local Debt Fund shares in Q4 2017, an estimated $203K.
  • United Capital Financial Advisors first reported a position in WisdomTree Emerging Markets Local Debt Fund in Q2 2013 and held it in 16 quarters.
  • United Capital Financial Advisors's WisdomTree Emerging Markets Local Debt Fund position peaked at $17.5M in Q2 2014.
  • 74 funds tracked by Wall St. Rank held WisdomTree Emerging Markets Local Debt Fund as of Q4 2017.

Based on United Capital Financial Advisors's 13F filing for Q4 2017, filed 13 Feb 2018.