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

Assured 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
2014
Q2 		– Sell
-55,842
Closed -$1.06M – 225
2014
Q1 		$1.06M Buy
+55,842
New +$953K 0.02% 222

Other funds holding EPI

WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 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
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return

Assured Investment Management's EPI Position: Q2 2014 in Review

Assured Investment Management sold out of WisdomTree India Earnings Fund ETF (EPI) in Q2 2014, closing a stake of 55,842 shares — an estimated $1.06M sold.

Assured Investment Management first reported a position in EPI in Q1 2014 and held it in 1 quarter. The position peaked at $1.06M in Q1 2014. 146 funds tracked by Wall St. Rank hold EPI as of Q2 2014.

  • Assured Investment Management reported no remaining WisdomTree India Earnings Fund ETF position as of Q2 2014 after selling out during the quarter.
  • Assured Investment Management sold 55,842 WisdomTree India Earnings Fund ETF shares in Q2 2014, an estimated $1.06M.
  • Assured Investment Management first reported a position in WisdomTree India Earnings Fund ETF in Q1 2014 and held it in 1 quarter.
  • Assured Investment Management's WisdomTree India Earnings Fund ETF position peaked at $1.06M in Q1 2014.
  • 146 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q2 2014.

Based on Assured Investment Management's 13F filing for Q2 2014, filed 12 Aug 2014.