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Almanack Investment Partners’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Almanack Investment Partners’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
2018
Q2 		– Sell
-4,165
Closed -$109K – 154
2018
Q1 		$109K Buy
+4,165
New +$115K 0.04% 176

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CI
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Almanack Investment Partners's EPI Position: Q2 2018 in Review

Almanack Investment Partners sold out of WisdomTree India Earnings Fund ETF (EPI) in Q2 2018, closing a stake of 4,165 shares — an estimated $109K sold.

Almanack Investment Partners first reported a position in EPI in Q1 2018 and held it in 1 quarter. The position peaked at $109K in Q1 2018. 170 funds tracked by Wall St. Rank hold EPI as of Q2 2018.

  • Almanack Investment Partners reported no remaining WisdomTree India Earnings Fund ETF position as of Q2 2018 after selling out during the quarter.
  • Almanack Investment Partners sold 4,165 WisdomTree India Earnings Fund ETF shares in Q2 2018, an estimated $109K.
  • Almanack Investment Partners first reported a position in WisdomTree India Earnings Fund ETF in Q1 2018 and held it in 1 quarter.
  • Almanack Investment Partners's WisdomTree India Earnings Fund ETF position peaked at $109K in Q1 2018.
  • 170 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q2 2018.

Based on Almanack Investment Partners's 13F filing for Q2 2018, filed 15 Aug 2018.