WFG
CYB

Wills Financial Group’s WisdomTree Chinese Yuan Strategy Fund CYB Stock Holding History

Wills Financial Group’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
2014
Q1 		– Sell
-76,415
Closed -$1.95M – 73
2013
Q4 		$1.95M Buy
+76,415
New +$2.01M 2% 15

Other funds holding CYB

EM
EnTrustPermal Management New York $240M AUM 25.21% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Wills Financial Group's CYB Position: Q1 2014 in Review

Wills Financial Group sold out of WisdomTree Chinese Yuan Strategy Fund (CYB) in Q1 2014, closing a stake of 76,415 shares — an estimated $1.95M sold.

Wills Financial Group first reported a position in CYB in Q4 2013 and held it in 1 quarter. The position peaked at $1.95M in Q4 2013. 28 funds tracked by Wall St. Rank hold CYB as of Q1 2014.

  • Wills Financial Group reported no remaining WisdomTree Chinese Yuan Strategy Fund position as of Q1 2014 after selling out during the quarter.
  • Wills Financial Group sold 76,415 WisdomTree Chinese Yuan Strategy Fund shares in Q1 2014, an estimated $1.95M.
  • Wills Financial Group first reported a position in WisdomTree Chinese Yuan Strategy Fund in Q4 2013 and held it in 1 quarter.
  • Wills Financial Group's WisdomTree Chinese Yuan Strategy Fund position peaked at $1.95M in Q4 2013.
  • 28 funds tracked by Wall St. Rank held WisdomTree Chinese Yuan Strategy Fund as of Q1 2014.

Based on Wills Financial Group's 13F filing for Q1 2014, filed 12 May 2014.