BCA
WTPI

Bay Colony Advisors’s WisdomTree Equity Premium Income Fund WTPI Stock Holding History

Bay Colony Advisors’s Portfolio WTPI Stock Details WTPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-2,136
Closed -$63K – 934
2018
Q2 		$63K Buy
+2,136
New +$62.2K 0.04% 330

Other funds holding WTPI

CCM
Crabel Capital Management Los Angeles, California $10.8M AUM 3.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
CWM
Cabot Wealth Management Salem, Massachusetts $869M AUM 16.19% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SAM
Stringer Asset Management Memphis, Tennessee $64.2M AUM 16.57% 1-Year Est. Return
SWA
SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Bay Colony Advisors's WTPI Position: Q3 2018 in Review

Bay Colony Advisors sold out of WisdomTree Equity Premium Income Fund (WTPI) in Q3 2018, closing a stake of 2,136 shares — an estimated $63K sold.

Bay Colony Advisors first reported a position in WTPI in Q2 2018 and held it in 1 quarter. The position peaked at $63K in Q2 2018. 52 funds tracked by Wall St. Rank hold WTPI as of Q3 2018.

  • Bay Colony Advisors reported no remaining WisdomTree Equity Premium Income Fund position as of Q3 2018 after selling out during the quarter.
  • Bay Colony Advisors sold 2,136 WisdomTree Equity Premium Income Fund shares in Q3 2018, an estimated $63K.
  • Bay Colony Advisors first reported a position in WisdomTree Equity Premium Income Fund in Q2 2018 and held it in 1 quarter.
  • Bay Colony Advisors's WisdomTree Equity Premium Income Fund position peaked at $63K in Q2 2018.
  • 52 funds tracked by Wall St. Rank held WisdomTree Equity Premium Income Fund as of Q3 2018.

Based on Bay Colony Advisors's 13F filing for Q3 2018, filed 5 Nov 2018.