Valeo Financial Advisors’s WisdomTree ICBCCS S&P China 500 Fund WCHN Stock Holding History

Valeo Financial Advisors’s Portfolio WCHN Stock Details WCHN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-268	Closed	-$7K	–	1920
2018 Q2	$7K	Buy	+268	New	+$8.3K	﹤0.01%	1060

Other funds holding WCHN

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

ZIG

Zurich Insurance Group Zurich, Switzerland $12.7B AUM 53.57% 1-Year Est. Return

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

CAC

Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Valeo Financial Advisors's WCHN Position: Q3 2018 in Review

Valeo Financial Advisors sold out of WisdomTree ICBCCS S&P China 500 Fund (WCHN) in Q3 2018, closing a stake of 268 shares — an estimated $7K sold.

Valeo Financial Advisors first reported a position in WCHN in Q2 2018 and held it in 1 quarter. The position peaked at $7K in Q2 2018. 7 funds tracked by Wall St. Rank hold WCHN as of Q3 2018.

Valeo Financial Advisors reported no remaining WisdomTree ICBCCS S&P China 500 Fund position as of Q3 2018 after selling out during the quarter.
Valeo Financial Advisors sold 268 WisdomTree ICBCCS S&P China 500 Fund shares in Q3 2018, an estimated $7K.
Valeo Financial Advisors first reported a position in WisdomTree ICBCCS S&P China 500 Fund in Q2 2018 and held it in 1 quarter.
Valeo Financial Advisors's WisdomTree ICBCCS S&P China 500 Fund position peaked at $7K in Q2 2018.
7 funds tracked by Wall St. Rank held WisdomTree ICBCCS S&P China 500 Fund as of Q3 2018.

Based on Valeo Financial Advisors's 13F filing for Q3 2018, filed 1 Nov 2018.