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YorkBridge Wealth Partners’s WisdomTree Emerging Markets Local Debt Fund ELD Stock Holding History

YorkBridge Wealth Partners’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
2017
Q1 		– Sell
-33
Closed -$1K – 889
2016
Q4 		$1K Buy
+33
New +$1.2K ﹤0.01% 826

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UBS Group
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Jane Street
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PA
Paracle Advisors Mercer Island, Washington $551M AUM 50.34% 1-Year Est. Return
CLOS
Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $8.13B AUM 26.03% 1-Year Est. Return
SIAM
Sterling Investment Advisors (Missouri) Bolivar, Missouri $223M AUM 15.6% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
OIA
Optimum Investment Advisors Chicago, Illinois $252M AUM 26.44% 1-Year Est. Return

YorkBridge Wealth Partners's ELD Position: Q1 2017 in Review

YorkBridge Wealth Partners sold out of WisdomTree Emerging Markets Local Debt Fund (ELD) in Q1 2017, closing a stake of 33 shares — an estimated $1K sold.

YorkBridge Wealth Partners first reported a position in ELD in Q4 2016 and held it in 1 quarter. The position peaked at $1K in Q4 2016. 71 funds tracked by Wall St. Rank hold ELD as of Q1 2017.

  • YorkBridge Wealth Partners reported no remaining WisdomTree Emerging Markets Local Debt Fund position as of Q1 2017 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 33 WisdomTree Emerging Markets Local Debt Fund shares in Q1 2017, an estimated $1K.
  • YorkBridge Wealth Partners first reported a position in WisdomTree Emerging Markets Local Debt Fund in Q4 2016 and held it in 1 quarter.
  • YorkBridge Wealth Partners's WisdomTree Emerging Markets Local Debt Fund position peaked at $1K in Q4 2016.
  • 71 funds tracked by Wall St. Rank held WisdomTree Emerging Markets Local Debt Fund as of Q1 2017.

Based on YorkBridge Wealth Partners's 13F filing for Q1 2017, filed 5 May 2017.