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Disclosery

Geneva Advisors, LLC: WT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Geneva Advisors, LLC on WT, newest first. How the timeline and the estimate are built.

Geneva Advisors, LLC held 0 WT shares at 2016-06-30 per its 13F-HR filed 2016-08-08.

the latest 13F is the newest step

  1. period ended2016-06-30
    13F 0 shares
    Change vs previous 13F -27,551 shares

    13F-HR 0001144204-16-117161 filed by Geneva Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2016-03-31
    13F 27,551 shares
    Change vs previous 13F -5,093 shares

    0.01% of the 13F portfolio, value $315,000.

    13F-HR 0001144204-16-098533 filed by Geneva Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2015-12-31
    13F 32,644 shares
    Change vs previous 13F -34,988 shares

    0.01% of the 13F portfolio, value $512,000.

    13F-HR 0001144204-16-078984 filed by Geneva Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2015-09-30
    13F 67,632 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,091,000.

    13F-HR 0001144204-15-062408 filed by Geneva Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).