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Winfield Associates’s WisdomTree Emerging Markets Local Debt Fund ELD Stock Holding History

Winfield Associates’s Portfolio ELD Stock Details ELD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-2,230
Closed -$103K – 299
2013
Q4 		$103K Buy
+2,230
New +$105K 0.08% 140

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Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CC
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CFA
Capstone Financial Advisors Downers Grove, Illinois $1.86B AUM 15.98% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
SMA
Simply Money Advisors Cincinnati, Ohio $711M AUM 6.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Winfield Associates's ELD Position: Q1 2014 in Review

Winfield Associates sold out of WisdomTree Emerging Markets Local Debt Fund (ELD) in Q1 2014, closing a stake of 2,230 shares — an estimated $103K sold.

Winfield Associates first reported a position in ELD in Q4 2013 and held it in 1 quarter. The position peaked at $103K in Q4 2013. 125 funds tracked by Wall St. Rank hold ELD as of Q1 2014.

  • Winfield Associates reported no remaining WisdomTree Emerging Markets Local Debt Fund position as of Q1 2014 after selling out during the quarter.
  • Winfield Associates sold 2,230 WisdomTree Emerging Markets Local Debt Fund shares in Q1 2014, an estimated $103K.
  • Winfield Associates first reported a position in WisdomTree Emerging Markets Local Debt Fund in Q4 2013 and held it in 1 quarter.
  • Winfield Associates's WisdomTree Emerging Markets Local Debt Fund position peaked at $103K in Q4 2013.
  • 125 funds tracked by Wall St. Rank held WisdomTree Emerging Markets Local Debt Fund as of Q1 2014.

Based on Winfield Associates's 13F filing for Q1 2014, filed 15 May 2014.