Wealthcare Capital Management’s WisdomTree Chinese Yuan Strategy Fund CYB Stock Holding History

Wealthcare Capital Management’s Portfolio CYB Stock Details CYB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q2	–	Sell	-4,317	Closed	-$110K	–	1067
2015 Q1	$110K	Buy	+4,317	New	+$109K	0.01%	145

Other funds holding CYB

Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RIA

Regal Investment Advisors Kentwood, Michigan $1.73B AUM 17.74% 1-Year Est. Return

CIM

Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return

Wealthcare Capital Management's CYB Position: Q2 2015 in Review

Wealthcare Capital Management sold out of WisdomTree Chinese Yuan Strategy Fund (CYB) in Q2 2015, closing a stake of 4,317 shares — an estimated $110K sold.

Wealthcare Capital Management first reported a position in CYB in Q1 2015 and held it in 1 quarter. The position peaked at $110K in Q1 2015. 27 funds tracked by Wall St. Rank hold CYB as of Q2 2015.

Wealthcare Capital Management reported no remaining WisdomTree Chinese Yuan Strategy Fund position as of Q2 2015 after selling out during the quarter.
Wealthcare Capital Management sold 4,317 WisdomTree Chinese Yuan Strategy Fund shares in Q2 2015, an estimated $110K.
Wealthcare Capital Management first reported a position in WisdomTree Chinese Yuan Strategy Fund in Q1 2015 and held it in 1 quarter.
Wealthcare Capital Management's WisdomTree Chinese Yuan Strategy Fund position peaked at $110K in Q1 2015.
27 funds tracked by Wall St. Rank held WisdomTree Chinese Yuan Strategy Fund as of Q2 2015.

Based on Wealthcare Capital Management's 13F filing for Q2 2015, filed 24 Aug 2015.