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Advantage Investment Management’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Advantage Investment Management’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
2017
Q3 		– Sell
-220
Closed -$5K – 1043
2017
Q2 		$5K Buy
+220
New +$5.46K ﹤0.01% 832
2015
Q2 		– Sell
-1,209
Closed -$28K – 861
2015
Q1 		$28K Buy
+1,209
New +$28.2K 0.02% 411

Other funds holding EPI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
DCM
Discovery Capital Management South Norwalk, Connecticut $1.92B AUM 218.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Advantage Investment Management's EPI Position: Q3 2017 in Review

Advantage Investment Management sold out of WisdomTree India Earnings Fund ETF (EPI) in Q3 2017, closing a stake of 220 shares — an estimated $5K sold.

Advantage Investment Management first reported a position in EPI in Q1 2015 and held it in 2 quarters. The position peaked at $28K in Q1 2015. 158 funds tracked by Wall St. Rank hold EPI as of Q3 2017.

  • Advantage Investment Management reported no remaining WisdomTree India Earnings Fund ETF position as of Q3 2017 after selling out during the quarter.
  • Advantage Investment Management sold 220 WisdomTree India Earnings Fund ETF shares in Q3 2017, an estimated $5K.
  • Advantage Investment Management first reported a position in WisdomTree India Earnings Fund ETF in Q1 2015 and held it in 2 quarters.
  • Advantage Investment Management's WisdomTree India Earnings Fund ETF position peaked at $28K in Q1 2015.
  • 158 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q3 2017.

Based on Advantage Investment Management's 13F filing for Q3 2017, filed 13 Nov 2017.