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1919 Investment Counsel’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

1919 Investment Counsel’s Portfolio EPI Stock Details EPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$5K Hold
185
– – ﹤0.01% 920
2014
Q2 		$5K Buy
+185
New +$3.85K ﹤0.01% 950

Other funds holding EPI

Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DCM
Discovery Capital Management South Norwalk, Connecticut $1.92B AUM 218.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return

1919 Investment Counsel's EPI Position: Q3 2014 in Review

1919 Investment Counsel held its WisdomTree India Earnings Fund ETF (EPI) position steady in Q3 2014 at 185 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #920.

1919 Investment Counsel first reported a position in EPI in Q2 2014 and has held it in 2 quarters since. 163 funds tracked by Wall St. Rank hold EPI as of Q3 2014.

  • 1919 Investment Counsel held 185 shares of WisdomTree India Earnings Fund ETF worth $5K as of Q3 2014.
  • 1919 Investment Counsel left its WisdomTree India Earnings Fund ETF share count unchanged in Q3 2014.
  • WisdomTree India Earnings Fund ETF made up ﹤0.01% of 1919 Investment Counsel's portfolio in Q3 2014, its #920 holding.
  • 1919 Investment Counsel first reported a position in WisdomTree India Earnings Fund ETF in Q2 2014 and has held it in 2 quarters since.
  • 163 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q3 2014.

Based on 1919 Investment Counsel's 13F filing for Q3 2014, filed 14 Nov 2014.