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Williams Jones & Associates’s WisdomTree Emerging Markets Corporate Bond Fund EMCB Stock Holding History

Williams Jones & Associates’s Portfolio EMCB Stock Details EMCB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-2,450
Closed -$183K – 358
2013
Q3 		$183K Sell
2,450
-650
-21% -$48K 0.01% 296
2013
Q2 		$228K Buy
+3,100
New +$243K 0.01% 296

Other funds holding EMCB

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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
NCA
New Century Advisors Chevy Chase, Maryland $82.1M AUM 3.88% 1-Year Est. Return
B
Baird Milwaukee, Wisconsin $9.78B AUM 11.39% 1-Year Est. Return
PA
Pinnacle Associates New York $7.78B AUM 45.07% 1-Year Est. Return

Williams Jones & Associates's EMCB Position: Q4 2013 in Review

Williams Jones & Associates sold out of WisdomTree Emerging Markets Corporate Bond Fund (EMCB) in Q4 2013, closing a stake of 2,450 shares — an estimated $183K sold.

Williams Jones & Associates first reported a position in EMCB in Q2 2013 and held it in 2 quarters. The position peaked at $228K in Q2 2013. 23 funds tracked by Wall St. Rank hold EMCB as of Q4 2013.

  • Williams Jones & Associates reported no remaining WisdomTree Emerging Markets Corporate Bond Fund position as of Q4 2013 after selling out during the quarter.
  • Williams Jones & Associates sold 2,450 WisdomTree Emerging Markets Corporate Bond Fund shares in Q4 2013, an estimated $183K.
  • Williams Jones & Associates first reported a position in WisdomTree Emerging Markets Corporate Bond Fund in Q2 2013 and held it in 2 quarters.
  • Williams Jones & Associates's WisdomTree Emerging Markets Corporate Bond Fund position peaked at $228K in Q2 2013.
  • 23 funds tracked by Wall St. Rank held WisdomTree Emerging Markets Corporate Bond Fund as of Q4 2013.

Based on Williams Jones & Associates's 13F filing for Q4 2013, filed 14 Feb 2014.