WIM
BZF

Windhaven Investment Management’s WisdomTree Brazilian Real Strategy Fund BZF Stock Holding History

Windhaven Investment Management’s Portfolio BZF Stock Details BZF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-27,479,650
Closed -$475M – 49
2013
Q4 		$475M Buy
27,479,650
+27,414,698
+42,208% +$489M 2.89% 14
2013
Q3 		$1.18K Hold
64,952
– – 0.01% 37
2013
Q2 		$1.17M Buy
+64,952
New +$1.23M 0.01% 39

Other funds holding BZF

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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HCM
Highlander Capital Management Short Hills, New Jersey $292M AUM 22.24% 1-Year Est. Return

Windhaven Investment Management's BZF Position: Q1 2014 in Review

Windhaven Investment Management sold out of WisdomTree Brazilian Real Strategy Fund (BZF) in Q1 2014, closing a stake of 27,479,650 shares — an estimated $475M sold.

Windhaven Investment Management first reported a position in BZF in Q2 2013 and held it in 3 quarters. The position peaked at $475M in Q4 2013. 16 funds tracked by Wall St. Rank hold BZF as of Q1 2014.

  • Windhaven Investment Management reported no remaining WisdomTree Brazilian Real Strategy Fund position as of Q1 2014 after selling out during the quarter.
  • Windhaven Investment Management sold 27,479,650 WisdomTree Brazilian Real Strategy Fund shares in Q1 2014, an estimated $475M.
  • Windhaven Investment Management first reported a position in WisdomTree Brazilian Real Strategy Fund in Q2 2013 and held it in 3 quarters.
  • Windhaven Investment Management's WisdomTree Brazilian Real Strategy Fund position peaked at $475M in Q4 2013.
  • 16 funds tracked by Wall St. Rank held WisdomTree Brazilian Real Strategy Fund as of Q1 2014.

Based on Windhaven Investment Management's 13F filing for Q1 2014, filed 15 May 2014.